Cleaner Planner + GoCardlesss Caution!

Discussion in 'Managing Your Cleaning Business' started by Green Pro Clean Ltd, Apr 3, 2016.

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  1. Green Pro Clean Ltd


    Jan 20, 2015
    Likes Received:
    Ok no need to panic but there is a small inconvenience when you upgrade from Cleaner Planer basic to Cleaner Planner Pro.

    On basic you do not have GoCardless integration so you set up 'plans' and add customers to the 'plans' on GoCardless and once their money comes out you go to Cleaner Planer and mark them as paid.

    When you upgrade to Cleaner Planer Pro your GoCardless account becomes 'synced' with Cleaner Planer so when you upload the worksheets it sends a request for payment automatically to the clients bank and bingo, in a couple of days you get paid.

    Now the issue is when you are on basic using 'Plans' your money gets 'collected' on a certain day of the month.

    When you are on Pro you don't need 'Plans' as it is automatic.

    However you need to actually need to cancel the Plans as the 'integration' to Cleaner Planer does not recognize that the plans exist so if you do not cancel the Plans you use whilst on basic mode the client will be billed twice.

    Once plans are cancelled you will only bill clients once.

    Hope that explains it clearly.