Payment Providers Screen
How the Payment Providers screen shows provider availability, connection status, and upgrade options for each business.
Open Settings > Payment Providers when you want to see which payment connections are available for a business and whether they are already connected. The business selector at the top matters because connection status is shown for the selected business only.
What Each Provider Card Tells You
- Provider name: shows the payment service Work Planner can connect to. At the moment the screen is focused on GoCardless.
- Status line: tells you whether the provider is connected, not connected, or blocked behind an upgrade or bolt-on requirement.
- Connection date: appears inside the card header when the provider is already connected.
- Main action button: changes between Connect GoCardless and Manage GoCardless depending on whether the connection already exists.
What To Do In Each State
- Not connected: use the connect button when you are ready to set up Direct Debit collection for that business.
- Connected: use the manage button to open the full GoCardless integration screen, where you can check verification, sync customers, or disconnect.
- Upgrade or Add Bolt-On: if the feature is not available on the current plan, the card shows upgrade actions instead of the connection route.
Why This Screen Matters Later
This page is the front door into Direct Debit setup. If a provider is not connected here, payment flows that rely on that provider cannot be finished later from debts, customers, or billing-request screens.
It is also a quick health check. If a team member says GoCardless is not available, this is the first place to confirm whether the business is connected, disconnected, or simply missing the required feature.
Related articles
- GoCardless Integration Screen: the full connection management screen behind the card.
- Bank and Payment Details: useful if you are reviewing the business payment setup more broadly.
- Taking a Payment: shows where connected payment methods matter during real collection work.