Collecting payments using GoCardless (direct debit)

Collecting payments using GoCardless (direct debit)

If you have GoCardless set up on eymanage and parents have been connected, you can begin to collect direct debit payments from parents' accounts. You can either do this manually, or set up automatic collection.

Collecting payments manually
  1. Click on  Children in the sidebar.
  2. Click on a child's name to bring up their profile.
  3. Go to the Invoices tab.
  4. Click on the Collect Now button next to an approved invoice. This button only appears if direct debit is active for this child's parent.
  5. In the pop-up, choose the Bill Payer for this invoice. This will automatically fill in the Invoice Balance field. 
  6. Edit the Chargeable Amount field to the amount you wish to collect from the parent's account. 
  7. Click Confirm.
Collecting payments automatically
  1. In the top right, click on  > System Settings.
  2. Click on Direct Debit (GoCardless) in the sidebar.
  3. Go to the Settings tab.
  4. Check the box next to Automatically collect payments.
  5. Use the Invoice Due Date field to customise how many days before or after the due date you want to collect payments. You can read more about direct debit timings here.
  6. Select the payment ID you want to use from the Payment Identifier field.
  7. Click Save.

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