Direct Debit Sign-ups From Your Website
Let customers set up a Direct Debit from your website with your GoCardless sign-up link, and how Work Planner links each one to the right customer.
Read article: Direct Debit Sign-ups From Your WebsiteIntegrations help
Help for Integrations in Work Planner.
Subcategories
Articles
Card Reader Screen
How the Card reader screen sets up Tap to Pay on iPhone or Android, or a card reader, on your phone for Stripe or Square, and how to check it is ready before you take a payment.
Read article: Card Reader ScreenCard Payment Provider Settings
How the Stripe, Square, PayPal and Zettle screens connect a business's own account, what they show once it is connected, and what disconnecting does.
Read article: Card Payment Provider SettingsCSV Import Flow
How to fill in the CSV template, choose how customers are matched, and import your jobs.
Read article: CSV Import FlowImport Progress and Cancellation
How the import progress states work, how cancellation happens, and how to read the completed import summary after job-scoped finance import.
Read article: Import Progress and CancellationSqueegee Import Flow
How to upload a Squeegee backup, choose the target business, and start the import.
Read article: Squeegee Import FlowCleaner Planner Import Flow
How to upload a Cleaner Planner export, choose the business, and start the import safely.
Read article: Cleaner Planner Import FlowImport Data Home
What the Import Data section of Settings shows and how to choose the correct provider before starting an import.
Read article: Import Data HomeGoCardless Customer Sync Popup
How Sync customers links everyone with a Direct Debit in your GoCardless account to their customer, and what happens to those it can't match.
Read article: GoCardless Customer Sync PopupGoCardless Disconnect Popup
What the GoCardless disconnect popup means, what it does not remove, and when it is safe to confirm.
Read article: GoCardless Disconnect PopupGoCardless Integration Screen
How the GoCardless integration screen shows connection status, verification, customer sync information, and Direct Debit actions.
Read article: GoCardless Integration ScreenPayment Providers Screen
How the Payment Providers screen shows provider availability, connection status, and upgrade options for each business, and chooses which card provider takes payments in person and online.
Read article: Payment Providers ScreenEmail Settings
How the Email settings page works, when to use Work Planner email servers, and how each SMTP field affects outgoing mail.
Read article: Email Settings