Please note: Availability of plans and features may vary by region. Please consult our Product Bundle Description to read the full details.
In this article we will provide you with information on how to complete your account setup section.
There are 7 steps to complete:
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Select a package
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Tell us about your company
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Contact details
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Add your brand
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Connect your bank account
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Provide billing details (for customers with add-on features only)
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Verification status
Select a plan
The plan you select on the Select a plan page will determine which features are available to you.
GoCardless offers three plans: Standard, Advanced, Pro. You can find an in-depth comparison of the GoCardless plans here.
Once selected, your chosen plan will appear at the top of the page under Current plan. If at any point in the future, you would like to upgrade your plan, simply return to this screen and select the appropriate plan.
If you have selected the wrong plan, please follow our downgrade process here.
Custom pricing:
If you are on a custom pricing agreement and you have already spoken to one of our Sales team or signed a contract then please tick the box at the bottom of the page to confirm this.
This will allow you to continue with the onboarding flow to fill out your information and set up a Direct Debit mandate for you to pay for your plan fees.
Tell us about your company
In step 2 of the setup section, you will be asked to provide some details about your business, which we will use to verify your business as part of our regulatory obligations.
Included within this, you will be asked to select the business type, industry you operate in, and the category of service that matches your organisation, as well as provide a description of what your business does. Please provide sufficient detail here so that it’s clear what we are processing payments for on your behalf.
The information required under the enter your personal details section, will vary depending on the kind of business type you have selected.
If you are a company, please ensure to provide the details (names and dates of birth) of all directors.
If you are a registered charity, please ensure to provide the details (names and dates of birth) of all your trustees. Please note that if these names are not added, this can cause delay to your account verification as we will need to request their addition.
Please note: When entering your details, we are required to collect your home address/the home address of a director, not a business address.
Additional information for charities/non-profit
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Once you select Charity/non-profit as your business type you will be asked to enter a description of your business. If you are based in the UK and a dual registered charity and company (registered with both companies house and the charity commission), you can select either charity or company as your entity type - whichever would prefer to sign up as.
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Next, select your charity type from the dropdown menu
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You will then be asked to enter further information on your organisation. If you select Registered charity, you will also be asked to provide your charity registration number.
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You will then be asked to enter your details, as administrator of your GoCardless account. If you selected Registered charity, you will be asked to enter the name and date of birth of all trustees.
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Once you've completed this section, click Continue to move to the next step.
Contact details
Here you will need to add contact details to your account. Until you add these details, all notifications will be sent to the first (or longest serving) administrator of your GoCardless account.
Support contact details
These will be displayed at the bottom of your GoCardless-hosted online authorisation (mandate) form and all automated payer notifications. This is visible to your customers and lets them know how to contact you if they need assistance.
Billing contact details
This is where we will send notifications regarding your payouts. This is internal and will not be shared with your customers.
Developer contact details (if applicable)
This is where GoCardless will send notifications about your integration or our API. If you have a developer, we would advise you to add their details here to ensure they are contacted with information relevant to your integration with our API.
Add your brand
On the Add your brand page of the setup section, you are able to personalise payment pages and the email notifications that are sent to your customers.
Adding a logo
You can add a logo by clicking on upload your logo and selecting the file you wish to upload. Please note that the maximum size for a logo is 300px x 40px. This is to ensure consistency across platforms.
Changing colours
You are also able to change the colours that appear on the mandate form and notifications.
The preview on the right will show you what your payment pages and/or notification emails will look like. This is simply a preview to show you what the form will look like and is not an active page.
To reset colours back to the default, click Reset colours.
What your customers will see on their bank statements
By default, your customers will see “GOCARDLESS” on their bank statements when they make a payment to you.
The bank may also display the customer's mandate reference. You can add a 16-character reference (letters and numbers only) to help customers recognise these payments.
Simply type your chosen reference into the Reference field provided.
We submit a full reference to the bank and it will depend on the individual scheme requirements and/or the customer’s bank as to whether the full reference is shown.
On any of our three plans, you can choose to use the feature “Merchant Name on Payer Bank Statements“ which, for an additional monthly fee, your business name will appear on your customers' bank statements in place of "GOCARDLESS".
Click here for more information on customer bank statement references.
Connect your bank account
The bank account you add to the Connect your bank account page must be;
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In the name of and owned by the legal entity of the business; and,
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Either a) Able to receive credit transfers in the same currency that you are charging customers in*, or b) in the same currency as you wish to receive your funds in (if collecting payments internationally and wishing to have them settled via our FX service).
*For payments collected internationally and being paid out locally, to a bank account in the same country or region, and so not requiring our FX service, please note that there are payout bank account location requirements, which can be viewed here.
You will simply need to enter the bank account details you wish to use as your payout bank account.
Please note: International Payments with FX has certain restrictions and is subject to eligibility.
Provide billing details (for customers with add-on features only)
Please note: Upgrade requests are reviewed on a case-by-case basis.
When you move to custom pricing or if you are choosing to use any add-on features , you will see this additional step in the setup section.
This step allows you to set up a Direct Debit mandate with GoCardless from which your monthly fees are collected.
Verification status
The final page of the setup section displays your current verification status.
If we require further information to help us verify your account, we will contact you via email.
Any outstanding details will be displayed in blue and any documents which are waiting to be verified are displayed in yellow.
You can expand this box to see further details of the documents required. Completed checks will be highlighted in green.
Once your account has been fully verified, the page will reflect this.