GoCardless

From 1st October 2022, Strictly Savvy has moved to GoCardless for client payments, and have moved away from using Fetch / Kiwibank direct debits.

Our contact for GoCardless:

Name: Olivia Lacey
Phone: +61 473 362 507 (she is based in Australia)
Title: Account Executive, Australia & NZ

What Is GoCardless?

GoCardless is an online Direct Debit provider with a online set-up process. It allows our clients to authorise us to directly debit their bills from their designated bank account on the due date every month, regardless of the invoice amount. Once setup it completely streamlines the process and saves both us and the client significant time messing around with payments. No more forms and emails to adjust plan amounts each month!

Our GoCardless account is linked to the Strictly Savvy Xero account, so once the below processes have been completed, GoCardless will automatically debit the amount due from the client's bank account on the due date.

GoCardless provides customers with their 'Direct Debit Guarantee' - they will be notified before every debit is taken, and they will be issued with a full and immediate refund if any payment is ever taken in error.

How To Set Up A Client In GoCardless

When a new client signs up with Savvy and wishes to authorise monthly direct debits for their payments, we need to send them our GoCardless secure authorisation link via email. Once clicked, the link will take the client to an online webpage where the following details are required:  

• Their first and last name  

• Their email address and postcode  

• Their bank account’s sort code and account number

This process is completely online (no printing required) and will only take a couple of minutes to fill in. Upon completion, the client will receive an email from GoCardless confirming the successful signup and we will also receive an email notifying us of a 'new customer'.

Savvy's secure authorisation link is: https://pay.gocardless.com/BRT0002QQ1AEXDE

Should this link ever stop working, let the Office Administrator know and she will login to our GoCardless account and generate a new link - details for the account can be found in LastPass.

Final Steps

Once notification has been received that a client has signed on - this comes to the Assist inbox - we then need to go into Xero and finalise the process by linking the authorisation form to a contact. To action this, simply follow the steps below:

1. Login to the Strictly Savvy Xero account.

2. Click on the organisation drop-down menu and select 'Settings' (refer pic below)

3. From there, select 'Payment Services' (refer pic below)

4. On the 'Payment Services' page you will see a banner at the top letting you know that 'You have unmatched Direct Debit forms'. Simply click on the 'Match Direct Debit Forms' link to sort this out (refer pic below)

5. You will now see a list of all Direct Debit forms that need matching to contacts in Xero. Click into the empty field titled 'Select Contact' and start typing the name of your contact in Xero, i.e. Hayley Maxwell (refer pic below)

6.Once you've selected the correct contact, click the blue 'Review matches' button above (refer pic below)

7. On the final page, Xero will show you the matches that you have selected. If everything is correct, click the 'Submit' button. After that Xero will show you a pop-up letting you know why you had to submit the match, simply click OK on that and you're all done.

A video showing the above process can be found below: