The integration between Cone and GoCardless is designed to simplify the process of handling payments via Direct Debit, offering a seamless experience for both businesses and their clients. Here's an organized overview of how this integration works:
Integration Setup
Access the GoCardless integration within Cone under the Settings section
Connect your account, which will display as active once configured correctly
Client Mapping
Existing clients in GoCardless can be mapped to Cone, facilitating smoother invoicing processes
For new clients without an existing mandate, a link can be generated and shared for them to add their payment details directly through GoCardless
Understanding Mandates
Mandates are agreements that permit Direct Debit withdrawals from a client's account
These mandates can have different statuses: active (ready for use) and submitted (in process)
Client Payment Details
Clients are required to provide payment details before signing a proposal, ensuring Cone has the necessary information to charge them when the invoicing date arrives
Without these details, clients cannot proceed to sign the document
Automation Benefits
The integration automates payment setup and collection, reducing manual tasks and potential errors
It streamlines processes across platforms, enhancing efficiency for businesses
In summary, this integration enhances payment management by automating payment processes, reducing manual intervention, and ensuring smooth operations between Cone and GoCardless
You can learn more about GoCardless integration here