In this article, we will review the steps required to integrate your GoCardless account with Archie. Before starting these steps, we strongly suggest that you have already created an account in GoCardless .
Once you have your account created, proceed to log in using the same browser that you will be using with Archie.
Archie tip: GoCardless can be integrated even if you have a Stripe integration already set.
Integrating your GoCardless account with Archie
Go to "Settings / Integrations / App marketplace"
Locate the GoCardless app and click "View Integration"
Click "Connect GoCardless account"
You will be directed to the "account selection" page in GoCardless.
Select the account that you would like to connect
Click Connect
You will be redirected back to your Workspace homepage
You are now ready to start receiving payments via this app
Archie tip: You also have the option to create an account after clicking "Connect GoCardless account", nonetheless, the process will be smoother for you if you create the account first directly with GoCardless , log into your new account, and proceed to perform the steps detailed above.
Enabling payment methods
When you are setting up your GoCardless account, you can register the types of payments to be utilized. Later, in Archie, you have the option to enable the specific payment methods you would like to make available.
To enable or disable a payment method:
Go to "Settings / Integrations / App marketplace"
Locate the GoCardless app and click "View integration"
Click the Configuration tab
Enable or disable the payment method desired
Archie tip: If you can't find the desired payment under the configuration tab, you will have to refer to your GoCardless account and confirm that the payment method is active
Setting your payment methods
After enabling the desired payment methods, you can configure their usage within Archie.
To configure the payment methods:
Go to "Settings / Billing / Payment method configuration"
Select the tab payment that you would like to configure
You will have the option to enable or disable the following settings:
Allow all clients to pay with this payment method: Set if this payment method will be available for all of your clients
Allow clients with at least one active plan to pay with this payment method: Set whether this payment will be available for those who have at least one active plan
Archie tip: 95% of our customers have the "Front desk" payment method disabled, this will assure you to receive all payments through GoCardless. We see this payment method enabled only if the site has a front desk and someone is available to charge the clients when they come in.
Adding a payment method exception for a specific client
There might be situations where you want to assign a specific payment method to a specific account while maintaining the same payment method configuration for all accounts.
To add an exception for a specific account:
Open the account that you want to create the exception
Archie tip: The fastest way to locate an account is to use the Search field located in the main page, at the top left part. Click on it, and start typing the account name.
Go to the Billing tab
Scroll down to the Payment configuration section
Select the tab payment that you would like to configure
Click the +Add exception button
Enable the user to pay with this payment method
Adding a credit card to a specific account
To add a credit card to an account:
Open the account where you want to add the credit card
Go to the Billing tab
Scroll down to the Payment methods section
Click the Add payment method button
Select the Credit card payment method
Click confirm
Under the payment method configuration screen, you can:
Select "add a new card" , enter the card information, and click confirm
Select "Import payment methods from GoCardless customer account", enter the GoCardless customer account ID and click confirm.
Note: The GoCardless customer account ID needs to be obtained directly from the GoCardless account, its format is CUXXXXXXXXXXXX
Archie tip: You can enable to charge the primary payment method set to pay an invoice automatically when it is generated.
Adding an ACH direct debit to a specific account
In order to add an ACH direct debit to an account, your GoCardless account must have the option to receive ACH direct debits, once it is set in GoCardless, you can go to "Settings/Integrations/App marketplace", click "View integration" under the GoCardless app, click the Configuration tab, and make sure that the "ACH Direct Debit" option is enabled.
Open the account where you want to add the auto bank draft
Go to the Billing tab
Scroll down to the Payment methods section
Click the Add payment method button
Select the ACH payment method
Click confirm
Select "add a new bank account" , enter the Account information, and click confirm
The payment provider GoCardless will make you enter 2 micro transactions that needs to be provided by the client, this can be found on their bank account
Select "Import payment methods from GoCardless customer account", enter the GoCardless customer account ID and click confirm.
Note: The GoCardless customer account ID needs to be obtained directly from the GoCardless account, its format is cus_xxxxxxxxxxxxxx
