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How to process a once-off GoCardless payment from my client's Bank Account?
How to process a once-off GoCardless payment from my client's Bank Account?
Roy avatar
Written by Roy
Updated over 6 years ago

Once you have your GoCardless account activated and have added your client’s Bank Account payment details, you can then process payments.

There are two easy ways to collect once-off payments from your client’s bank account:

During the Reconcile process

  1. Head to your 'Dashboard' tab

  2. Select the 'Reconcile' button of the past session/class you wish to charge the payment from.

  3. Tick the box 'Make a Payment?'

  4. Ensure the payment amount is correct, and whether you want to email a payment receipt to the client, then select 'Reconcile'. This will save the reconcile and also immediately submit a GoCardless payment request.

Manually record a payment

  1. Head to the 'Finances' tab then 'Payments'

  2. Select which client is to be charged, ensure that the checkbox 'Make payment using (your client’s name) stored GoCardless Bank Account?' is checked.

  3. Enter the Payment Amount, any notes, and whether you want a payment receipt sent to the client, then 'Save Payment'.

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