Empower your customers with a seamless and cost-effective way to pay invoices and set up mandates for contract invoicing.
By leveraging GoCardless and Stripe integrations, your business can automate payment processes, reduce transaction fees, and ensure consistent invoicing workflows without requiring manual updates to payment links or emails.
A Payment method is required for integration setup.
US/Canada: GoCardless 🔗️ ACH and PAD is supported.
UK: GoCardless 🔗️ Instant bank pay is supported for use in Commusoft's self service portals and🔗️ Payment is supported for setting up Direct Debits.
Payment reference is generated by GoCardless and is searchable within their platform.
GoCardless requires an accurate customer postcode/zipcode to take payments.
US: ACH payments may take more than 3 days to process, find out more here.
View integration
➡️ Profile icon > Integrations > Payments
Add integration
➡️ Go Cardless > Add integration > Connect to GoCardless
The GoCardless login page will show, log in or create an account if you don't have one already.
Contact GoCardless if you would like to discuss opening an account in more detail.
Once Commusoft reloads, the next step will be displayed in the side panel.
➡️ Select GoCardless creditor from dropdown > Continue
This is the account Commusoft will send the payment requests, if you have multiple GoCardless creditor accounts associated with the login details entered previously, they will be displayed for selection.
➡️ 3. Select Commusoft payment method > Continue
Only one payment method can be selected.
Once you have completed setup, your integration will be active and the card will display new options.
Manage integration
➡️ Manage integration > Change payment method > Continue > Change nominal > Save
Disconnect integration
➡️ Disconnect > Type Disconnect > Disconnect
Any payments still pending when the integration is disconnected will be failed in both platforms and will need to be taken with another payment method.
Next steps
With your GoCardless integration now set up, you can proceed to:
Add the relevant self service portal tags in your Invoice email template and Statement email template.
Set up your Invoice portal settings and Statement portal settings.
Troubleshooting
If there is an issue with your GoCardless integration, you may see another status on the integration card:
In review: GoCardless need to review your account and you will need to wait for them to complete this process. If you need to discuss this further, please contact GoCardless in the first instance to ensure they have completed this process and can confirm this for our Client services team to assist.
Error: The GoCardless account is integrated with multiple Commusoft accounts. To resolve this issue, disconnect GoCardless from all other Commusoft accounts you may have integrated with.