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GoCardless is an online direct debit payment method. After a customer approves a mandate, payments are pulled automatically from their bank.

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Getting GoCardless credentials

  1. Log in to your GoCardless account.
  2. Obtain your Access Token and Secret from the Developers section.

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Adding GoCardless as a payment provider

  1. Go to Settings > Payment Providers in Upmind.
  2. Click Add Payment Provider and select GoCardless.
Select payment provider

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Configuring details

  1. Enter a display name. We suggest GoCardless.
  2. Enter the Access Token and Webhook Secret.
  3. Set Sandbox, Retry, and Custom References options as needed.
  4. Click Test Credentials.
  5. (Optional) Add currencies and payment instructions.
  6. Click Create.
Add details

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Editing the payment method

Go to Settings > Payment Providers, click the three dots next to GoCardless, and select Edit.