The biggest hurdle of any small business is getting paid. Better Proposals makes that seamless for both you and your client with our integration with GoCardless.
The integration allows you to charge the following GoCardless supported currencies, as long as you have them enabled in your GoCardless account (you can ask GoCardless to enable these for you):
Australian Dollars (BECS)
Canadian Dollars (PAD)
Danish Krone (Betalingsservice)
Great British Pounds (BACS)
New Zealand Dollars (BECS NZ)
Swedish Krona (Autogiro)
US Dollars (ACH)
Connecting your Account
1. To access Integration settings, just hover over your profile picture in the top right corner of your Dashboard and click 'Integrations' in the drop down menu.
2. Once you're there, you'll see various software categories and be able to locate GoCardless under Payment integrations.
3. Click the pink 'Connect GoCardless' button and follow the instructions to log in to your account
4. Once you're logged in (or if you're already logged in), you'll be sent back to a page that looks like this which confirms that you've connected your account
Taking a payment
When you’re creating your proposal, simply choose the type of payment you want to take and it will automatically prompt your client to make the payment with their card the second they’ve signed. You can choose from:
% of the one-off total
One-off total plus the first month
This is how you get your clients to pay quickly
You control the message on the left and the amount. They set up their mandate, or if they've paid via Better Proposals before it will use their existing one and the payment will appear in your GoCardless account.
You’ve been paid!
Once they pay they’ll see this page and you’ll get an email telling you they’ve paid.
Should the payment fail for any reason, your client will see a message that tells them the payment couldn't be taken and to get in touch with you. At the same time, you'll get an email notification and the failed payment will appear in your proposal tracking.
One example scenario where a payment would fail is if your requested payment amount is being charged in a currency that the client's bank account can't pay out in. For example charging GBP to a client with an Australian bank account. In that case, they see this page and you get notified by email:
In this case, the best thing to do would be to agree the correct amount with your client in their own currency, and then charge it to their bank account directly in your GoCardless account.
Starting a Subscription
Once your client has paid, you can start a subscription for any ongoing fees you have agreed. Simply click on the approved proposal and on the right hand side click 'Start Subscription'.
The description field will show any monthly products from the proposal and the amount brings in the monthly total including any taxes set, but you can overwrite these. You can choose how often they are charged and when this should start. Confirm you're happy with the details and it's as simple as that.
It takes a matter of seconds to integrate your GoCardless account and it’ll systemise your sales process entirely.