Connecting parents to GoCardless (direct debit)

Connecting parents to GoCardless (direct debit)

If you've connected eymanage with GoCardless, then you're able to collect payments directly from a parent's account, with their authorisation. To collect authorisation for this, you need to send a direct debit request.

Sending Direct Debit Requests from the child profile
  1. Click on  Children in the sidebar.
  2. Click on a child's name to bring up their profile.
  3. Go to the Parental Details tab.
  4. Click the Send Direct Debit Request button for a parent marked as Bill Payer.
  5. Type a message into the pop-up window.
  6. Click Send.
  7. The parent will receive an email with a link to set up their GoCardless account.
Sending Direct Debit Requests to multiple parents
  1. In the top right, click on  > System Settings.
  2. Click on Direct Debit (GoCardless) in the sidebar, and go to the tab [Your Nursery Name] Parents tab.
  3. Check the box next to one or more parents' names to select them.
  4. At the bottom, click Send Direct Debit Request.
  5. The parents will receive an email with a link to sent up their GoCardless account.
Matching parents with GoCardless
If you have parents with pre-existing GoCardless accounts, you can match them with their profiles on eymanage. 
  1. In the top right, click on  > System Settings.
  2. Click on Direct Debit (GoCardless) in the sidebar, and go to the GoCardless Customers tab.
  3. Click on the Search Parent field next to a GoCardless customer's name and type in the name of a parent on eymanage. Click on the name you want to match with this GoCardless customer.
  4. Make sure you've chosen the right mandate from the Select Mandate field. A mandate is the authorisation from a customer for you to collect payments.
  5. Click Match.

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