GoCardless Integration
Get paid faster with GoCardless
Built for service teams
A simpler way to take payment
Work Planner keeps setup, customer authorisation, and payment status tied to the same customer record. Your office spends less time switching tools, chasing updates, or piecing the story together by hand.
Keep payments inside the workflow
Connect GoCardless once and let your team handle payment actions from the same place they manage customers, jobs, and admin.
- Connect the organisation once from Settings
- Keep payment activity on the right customer record
- Move from completed work to payment without copying data
Give customers an easier way to pay
Use Instant Bank Pay for one-off collections or set up Direct Debit mandates when you want a reusable payment method for future work.
- Create Instant Bank Pay requests for immediate collections
- Send customers through a secure GoCardless authorisation flow
- Set up mandates for recurring or follow-up work
See status updates in one place
GoCardless events flow back into Work Planner so the office can quickly see what has been submitted, paid out, failed, or still needs attention.
- See live payment status changes against customer records
- Keep ledger items pending until funds are paid out
- Spot failures quickly and follow up sooner
