The GoCardless and eTapestry integration enables you to get paid on time by taking payment for your invoices by Direct Debit and save time by automatically reconciling payment and fees within your account.
eTapestry supports GoCardless as a payment processor in the UK. To add GoCardless as a payment processor for your organization, head into your Management settings, click on My Organization and select eCommerce. Select ‘Add GoCardless Processor’.
After you select to add GoCardless as a payment processor, you will be able to create your account.
Online Giving Pages
Once enabled, you can add GoCardless to your DIY online giving forms. When creating a new online form, under Online Giving Settings, select GoCardless in the Transaction Processor drop down menu. Once you are finished editing your DIY form settings, select Update to confirm.
After you publish your Online Giving form, donors will be able to make Direct Debit recurring gifts to your organization. Once their donation has successfully been submitted, the donor will be redirected to a confirmation page with the following information:
- Confirmation of a successful Direct Debit transaction
- Name of the organisation that appears on the bank statement
- Notification that the donor will receive a confirmation email within 3 business days
- Link to a PDF of the Direct Debit transaction
Schedule recurring payments
In the Schedule Information section, select to process transactions automatically when each installment is due. Direct Debit is not available for manually recurring gift schedules. In the First Installment Date field, enter the date when you want to process the first payment. The first installment date must be later than one week from the current date but no later than one year in the future. In the Frequency field, enter the frequency of the recurring payments.
On the Create a New Query page or when editing an existing query, select the Journal Fields category in the drop down menu under Browse Fields in the Criteria section. Choose Transaction Gift Type and then select the Direct Debit checkbox as shown.
You can also select to query on GoCardless ID numbers, such as Customer ID Bank Account ID, Mandate ID, and Subscription ID. For example, choose Transaction Direct Debit GoCardless IDs, then enter the ID number in the field. Click the + icon to add it to your query. You can enter multiple IDs to your query.
Existing eTapestry subscribers can access full user guides and support via the Blackbaud support pages here