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Setting up GoCardless

To setup GoCardless, go to Explore > Integrations > GoCardless Settings

Setup GoCardless

To enable GoCardless in your OneOfficeERP account, you need to configure the following parameters and Access Token and optionally (but highly recommended), a Webhooks Secret key.

You can setup several GoCardless payment gateways if needed. The choice of payment gateway account will determine which GoCardless account is used for the payment.

GoCardless Settings

On enabling service, the system will create a Payment Gateway record and an Account head in chart of account with account type as Bank.

GoCardless COA

It will also create a payment gateway account. You can change the default bank account if needed and create a template for the payment request.

Payment Gateway Account

After configuring the Payment Gateway Account, your system is able to accept online payments through GoCardless.

SEPA Payments Flow

When a new payment SEPA payment in initiated, the customer is asked to enter his IBAN (or local account number) and to validate a SEPA mandate.

Upon validation of the mandate, a payment request is sent to GoCardless and processed.

If the customer has already a valid SEPA mandate, when instead of sending a payment request to the customer, the payment request is directly sent to GoCardless without the need for the customer to validate it. The customer will only receive a confirmation email from GoCardless informing him that a payment has been processed.

Mandate cancellation

You can setup a Webhook in GoCardless to automatically disabled cancelled or expired mandates in OneOfficeERP.

The Endpoint URL of your webhook should be:

https://yoursite.com/api/method/ooerp.ooerp_integrations.doctype.gocardless_settings.webhooks

In this case do not forget to configure your Webhooks Secret Key in your GoCardless account settings in OneOfficeERP.

Supported transaction currencies

"EUR", "DKK", "GBP", "SEK"