Essential Onboarding

Configuring your account

• Adding additional account users
• Enabling two-step sign in
• Selecting your event notifications
• Guide to getting verified
• Creating a sandbox API access token (API users only)

Moving your clients to GoCardless

• Overview of the bulk change process
• Notifying your clients of a change in provider
• Preparing your client data for a bulk change

Customising your client's experience

• Guide to custom payment pages
• Guide to custom notifications
• 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)
• Setting up your payment run (dashboard)

Reconciling payouts

• Reconciling your first payout
• Payout deductions (debits)

Useful resources (dashboard users)

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

Useful resources (bulk changes)

• Completing the bulk change deed
• How to bulk change to GoCardless (with a Non-AUDDIS SUN)
• How to bulk change to GoCardless (with an AUDDIS-Live SUN)
• Accessing the bulk change csv templates
• Preparing the bulk change csv file
• Importing the bulk change csv file

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