GoCardless Integration Screen
How the GoCardless integration screen shows connection status, verification, customer sync information, and Direct Debit actions.
This screen is where you manage the live GoCardless connection for one business. It shows whether the business is connected, whether GoCardless has finished verifying the account, when customers were last synced, and which Direct Debit tools are ready to use.
If The Business Is Not Connected Yet
- Status: shows Not connected.
- Benefits: explains what the connection is for, including recurring payments, lower admin time, retries, and payment status updates.
- Connect GoCardless: opens GoCardless so you can sign in and give Work Planner access for the selected business. In the Work Planner phone app, GoCardless opens in a sign-in window (the phone's browser on Android). When you have finished there, it comes back to the app, which finishes connecting and says whether it worked. If the app asks you to update it first, update it or connect from Work Planner in a web browser instead.
If The Business Is Already Connected
- Status: confirms the connection is live.
- Account verification: shows whether GoCardless has verified the account. This matters because some Direct Debit actions are blocked until verification is complete.
- Action: appears when verification is still incomplete and sends you to the GoCardless verification page.
- Note: appears when the account is in review so you know setup is still waiting on GoCardless.
- Organisation ID: the GoCardless organisation reference stored against this business.
- Connected: the date the connection was made.
- Last customer sync: the last time Work Planner pulled matching GoCardless customer information into this business.
- Website sign-ups: Direct Debits customers set up through the sign-up link from your GoCardless dashboard are linked to their customer by email address and postcode. Create a customer when nobody matches makes a new customer for someone Work Planner can't find.
- Unmatched Direct Debits: appears when Direct Debits couldn't be matched with certainty, saying how many are waiting. Review Direct Debits opens them in a popup, where you can link each to a customer, create one for it, or dismiss it. See Direct Debit Sign-ups From Your Website.
- Linked Direct Debits: how the last check of your customers' Direct Debits with GoCardless went: how many are active, how many are no longer active, and how many GoCardless doesn't have. Each is checked when you connect GoCardless, sync customers, or import customers while it's connected. A customer whose Direct Debit has ended moves to a newer one they've set up, where they have exactly one. Review customers lists those whose Direct Debit wasn't found, so you can open each and link the right one.
What It Costs
Whether or not the business is connected, the What it costs section gives GoCardless's standard fee for a UK Direct Debit, including the most it takes from one payment, and a table of roughly what a £20, £50 and £100 payment costs. Payments from abroad cost more, and on another GoCardless plan its own rates apply. The section links to GoCardless's pricing page.
Success+ And Protect+
Success+ is the GoCardless retry service. If it is enabled in the GoCardless dashboard, failed collections can be retried automatically and Work Planner can show retry information back on debts.
Protect+ is the GoCardless fraud-protection service. If it blocks a mandate setup, Work Planner can show the block reason during the Direct Debit journey. Both sections include a button to open the GoCardless dashboard because these features are configured there, not inside Work Planner.
Actions At The Bottom Of The Screen
- View customers: opens the customer area filtered to GoCardless-linked records.
- Sync customers: opens the customer sync popup, which links everyone with a Direct Debit in your GoCardless account to their customer by email address and postcode, in the background.
- Disconnect: opens the disconnect confirmation popup before the connection is turned off.
Related articles
- Payment Providers Screen: where you reach this page from.
- GoCardless Disconnect Popup: what happens when you disconnect the integration.
- GoCardless Customer Sync Popup: how the sync choices work.
- Direct Debit Sign-ups From Your Website: taking Direct Debit sign-ups from your website.
- Billing Request and Direct Debit Setup Flow: where the connected integration matters later on the customer side.