Jump to content
Dane

Gocardless / cleaner planner

Recommended Posts

Dane

Hi,
 
Just looking for a little clarification; I have both of the above and they’re synced together (people slowly signing up to it)..
 
If Mr Smith signs up to GoCardless and I have him synced to my account, I activate the payment at the end of the day and let the system do it’s thing - for a few days Mr Smith will show on my debt list, does he then remove after the payment cycle automatically OR do I still need to click “paid” when I see it on my statement in my bank..
 
When everyone has signed over in theory would I have to click “paid” on my debt list or will it automatically add customer to the debt list when work done and then remove them after a few days / payment cycle.
 
Thanks in advance
Dane
 
 
Sent from my iPhone using Window Cleaning Forums

Share this post


Link to post
Green Pro Clean Ltd

No if you have Mr Smiths email on his details in Cleaner Planner (below where the address goes) the it will automatically sync the payments as and when they clear.  

 

The 'link' to identify customers between CP and GC is the email address so make sure both are accurate. 

Share this post


Link to post
Dane
No if you have Mr Smiths email on his details in Cleaner Planner (below where the address goes) the it will automatically sync the payments as and when they clear.  
 
The 'link' to identify customers between CP and GC is the email address so make sure both are accurate. 



Many thanks for your reply..

On my CP I have customers

Name
Address (inc post code)
Email
Mobile number (for text)


Dane

Share this post


Link to post


Iron Giant

You can double check within CP settings go to settings then click the Gocardless tab it will say "Credit Customer Acc" with the option for When Payment Received or When Payment Started 

Share this post


Link to post
Green Pro Clean Ltd
1 hour ago, Iron Giant said:

You can double check within CP settings go to settings then click the Gocardless tab it will say "Credit Customer Acc" with the option for When Payment Received or When Payment Started 

 

The standard for this is payment received and should be left as such as a payment could still bounce due to lack of funds etc  

Share this post


Link to post
Dane

Thank you guys... I have noticed this is the settings and as I say I’m in the transition stage so I don’t have many signed up yet, definitely the way forward with collections


Dane

Share this post


Link to post
Iron Giant
7 hours ago, Green Pro Clean Ltd said:

 

The standard for this is payment received and should be left as such as a payment could still bounce due to lack of funds etc  


That's how I have mine set up but not sure if it was the default option years ago. But this is how I prefer mine then it's  correct in the debt list once all funds have cleared. 

Share this post


Link to post

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×

Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue.