Associating payment methods with customers

This guide will take you through the process of setting up a payment method for a customer. Before starting, you'll want to ensure that you have a payment provider set up. For example, if your payment provider is GoCardless, you will want to ensure that you have connected your GoCardless account with Billingbooth.


For more information on setting up your payment provider, please consult the appropriate guide below:

Payments with GoCardless


The following steps describe the basics to associating a payment method with a customer:


  1. Start payment method wizard
  2. Choose payment provider
  3. Setup options: New mandate
  4. Setup options: Existing mandate

1. Start the payment method wizard

Navigate to the "Customers" page using the left-hand navigation menu, from here, select the customer you'd like to associate a payment method to and then click "Payments" in the sub-menu navigation. This screen shows you Configured Payment Methods as well as Payment History for that customer.


In the Configured Payment Methods panel, click the "Add Payment Method" button at the top-right to start the payment method wizard.


2. Choose payment provider

The first step is to select the appropriate payment provider from the "Provider" drop-down list. If "None available" is the only option available to you, it means that you haven't got any payment providers set up. If this is the case, please see the start of this article for links on setting up specific payment providers with Billingbooth.


Once you have your payment provider selected, click the "Continue" button to proceed.


3. Setup options: New mandate

This step explains the process for if you want to set up a new mandate, if you wish to select from an existing mandate, please continue to the next step.


GoCardless

If you have selected GoCardless as your payment provider, ensure that "Send out a new Direct Debit mandate" is selected from the "Action" drop-down list. The second field available to you is "Email", enter the email address of the customer you wish to send the new mandate request to.


Once this is done, click the "Continue" button and the wizard will proceed to the final step where it will send out a Direct Debit mandate request to the email address you have specified. This will send them a basic email, branded with your customer logo (based on the logo you have uploaded in "Settings" > "Organisation" in the left-hand navigation menu), that directs your customer to the GoCardless website to complete the setup of the new mandate.


When your customer has set the mandate up, it will appear on the "Payments" page for that customer ("Customers" > Select your customer > "Payments"), in the Configured Payment Methods panel.


4. Setup options: Existing mandate

This step explains the process for if you want to use an existing mandate, if you wish to set up a new mandate, please continue to the next step.


GoCardless

If you have selected GoCardless as your payment provider, ensure that "Link to existing GoCardless mandate" is selected from the "Action" drop-down list. The second field available to you is "Mandate", click the "Choose Mandate" button and a list of all your customers with existing mandates will appear below the "Mandate" field. From the list, locate the customer whose mandate you wish to use and click anywhere on the list item to reveal the associated bank details for that mandate. Click the "Choose Mandate" button beside the bank information to close the list and place the bank details in the "Mandate" field itself.


Once this is done, click the "Continue" button and the wizard will proceed to the final step where it assign the selected mandate to the customer.


Following this, the mandate will appear on the "Payments" page for that customer ("Customers" > Select your customer > "Payments"), in the Configured Payment Methods panel.



Updated on 2018-05-03 14:50:05 +0100

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