GoCardless collects one-off and recurring invoice payments from your clients. If you already use Xero for billing and have GoCardless connected to Xero, setting it up in Socket is quick and easy.
Go to Practice Settings > Integrations and toggle ‘Show All Available Integrations’ to find the GoCardless Mandate Link.
Direct Debit Link
Clicking on this button will reveal the mandate link box, where you'll need to paste your GoCardless authorisation link. You should find this in your GoCardless account by heading to Invite Customers > Share. Check out this GoCardless link here.
Adding Prompt Text
You can add an optional prompt message to appear on the client view of the proposal, just above the payment setup link. This message will vary depending on whether the client is an Organisation or an Individual.
The prompt text will be displayed in different locations alongside the payment link, depending on the option you choose.
1. Adding the Payment Link Before the Client Signs the Proposal
If you select the 'Before Proposal Signature' option, then this will be shown on the fees page of the proposal.
When a client clicks the ‘Set Up Payment’ button, a new tab will open, taking them directly to GoCardless and your authorisation link, where they’ll enter their payment details.
Once complete, they can return to the Socket tab and tick the box to confirm they have provided their payment details. They won’t be able to proceed until this box is ticked.
2. Adding the Payment Link After the Client Signs the Proposal
This means the ‘Set Up Payment’ button will appear after the proposal has been signed and accepted. Once the client clicks the link, they will be redirected to your GoCardless payment link, just like in the first option.
With option 2, it's important to note that if you have chosen to direct clients to a website after signing the proposal (as per Proposal Settings below), then this website link will take priority and the GoCardless payment link will not be shown.
If you do want continue directing clients to a website, then you could either;
Keep the website URL in place and chose the "Before Proposal Signature".
or
Remove the website URL from the Proposal Settings so Socket will show the "Proposal Approved - Confirmation and Next Steps" wording. This wording can be customised to include a website link and can be found at Settings > Content > Proposal Approved - Confirmation and Next Steps. The 'Set Up Payment' button will display below.