Essential Onboarding

Configuring your account

• Adding additional account users
• Guide to getting verified
• Creating a sandbox API access token (API users only)

Customising your client's experience

• Paper and phone authorisation

The GoCardless-hosted client experience

• Your client's experience

Collecting payments

• Understanding the payment process
• Setting up your first payment run (API)
• Setting up your payment run (connected app)

Reconciling payouts

• Receive your funds

Useful resources (dashboard users)

• Request client authorisation via email
• Link clients directly to your authorisation form
• Request client authorisation in bulk