{"id":16782,"date":"2013-10-23T15:23:10","date_gmt":"2013-10-23T14:23:10","guid":{"rendered":"http:\/\/www.clearbooks.co.uk\/?p=16782"},"modified":"2016-07-07T10:53:05","modified_gmt":"2016-07-07T09:53:05","slug":"clear-books-presents-gocardless-integration-revamp","status":"publish","type":"post","link":"https:\/\/www.clearbooks.co.uk\/blog\/clear-books-presents-gocardless-integration-revamp\/","title":{"rendered":"Clear Books presents GoCardless integration revamp"},"content":{"rendered":"<p>If you\u2019re wondering what GoCardless is and what an integration with Clear Books mean, here\u2019s a quick snapshot:<\/p>\n<p><strong><em>GoCardless is a payment tool integrated with Clear Books allowing you to request and receive Direct Debit payments from your customers.<\/em><\/strong><\/p>\n<p>We are now happy to announce that the revamped GoCardless integration has been released. The new changes looks something like this:<\/p>\n<h3>GoCardless settings &#8211; Option to automatically take payments upon invoice creation<\/h3>\n<p><a href=\"http:\/\/www.clearbooks.co.uk\/2013\/10\/23\/clear-books-presents-gocardless-integration-revamp\/settings1-3\/\" rel=\"attachment wp-att-16805\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-16805\" src=\"http:\/\/www.clearbooks.co.uk\/wp-content\/uploads\/2013\/08\/settings1.png\" alt=\"Automatic payment requests when pre-authorisations available.\" width=\"650\" height=\"100\" srcset=\"https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/settings1-300x47.png 300w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/settings1-220x34.png 220w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/settings1-230x36.png 230w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<p>This was a bit confusing before as the payment requests were not fully automated and still needed your input to be processed. Processing is now 100% automatic if the customer you are invoicing has enough funds available in pre-authorisations to cover the amount invoiced.<\/p>\n<p>More details can be found in the following guide: <a title=\"GoCardless automatic pre-authorised payments\" href=\"http:\/\/www.clearbooks.co.uk\/support\/guides\/gocardless\/how-to-take-gocardless-pre-authorised-payments-automatically\/\" target=\"_blank\">GoCardless automatic payment request<\/a>.<\/p>\n<h3>Invoice view &#8211; Generate payment requests<\/h3>\n<p>Now, any invoice payment can be requested straight away from the invoice view using your GoCardless integration as explained <a title=\"Generate payment requests from invoice view\" href=\"http:\/\/www.clearbooks.co.uk\/support\/guides\/gocardless\/how-to-request-gocardless-one-off-payments-from-an-invoice\/\">in this guide<\/a>.\u00a0Find out more about our <a href=\"https:\/\/www.clearbooks.co.uk\/tour\/invoicing\">invoice generator<\/a> here<\/p>\n<h3>Pre-authorisations<\/h3>\n<p><a href=\"http:\/\/www.clearbooks.co.uk\/2013\/10\/23\/clear-books-presents-gocardless-integration-revamp\/pre-authorizations2\/\" rel=\"attachment wp-att-16840\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16840\" src=\"http:\/\/www.clearbooks.co.uk\/wp-content\/uploads\/2013\/08\/pre-authorizations2.png\" alt=\"New Pre-authorization form\" width=\"701\" height=\"220\" srcset=\"https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/pre-authorizations2.png 1001w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/pre-authorizations2-300x94.png 300w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/pre-authorizations2-220x69.png 220w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/pre-authorizations2-960x301.png 960w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/pre-authorizations2-675x211.png 675w, https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/08\/pre-authorizations2-230x72.png 230w\" sizes=\"auto, (max-width: 701px) 100vw, 701px\" \/><\/a><\/p>\n<p>Requesting pre-authorisations for your customers has also been simplified so now you can email your customers with a pre-authorisation request. For more details check the following guide: <a title=\"GoCardless request pre-authorisations\" href=\"http:\/\/www.clearbooks.co.uk\/support\/guides\/gocardless\/how-to-request-gocardless-pre-authorised-payments\/\" target=\"_blank\">GoCardless request pre-authorised payments.<\/a><\/p>\n<h3>GoCardless invoices<\/h3>\n<p>Now there is an option to request payments from the GoCardless specific menu, where you can request one-off payments or use the funds available in pre-authorisations. In this view you\u2019ll find your GoCardless invoices filtered by customer and will be able to easily see the status of your Direct Debit payment requests. More details in <a title=\"GoCardless request payments\" href=\"http:\/\/www.clearbooks.co.uk\/support\/guides\/gocardless\/how-to-request-gocardless-one-off-payments\/\" target=\"_blank\">this guide<\/a>.<\/p>\n<p>We hope you enjoy these updates! Please leave your feedback in the comment box below.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re wondering what GoCardless is and what an integration with Clear Books mean, here\u2019s a quick snapshot: GoCardless is a payment tool integrated with Clear Books allowing you to request and receive Direct Debit payments from your customers. We [&hellip;]<\/p>\n","protected":false},"author":132,"featured_media":17822,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-16782","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clear Books presents GoCardless integration revamp | Clear Books<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.clearbooks.co.uk\/blog\/clear-books-presents-gocardless-integration-revamp\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clear Books presents GoCardless integration revamp | Clear Books\" \/>\n<meta property=\"og:description\" content=\"If you\u2019re wondering what GoCardless is and what an integration with Clear Books mean, here\u2019s a quick snapshot: GoCardless is a payment tool integrated with Clear Books allowing you to request and receive Direct Debit payments from your customers. We [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.clearbooks.co.uk\/blog\/clear-books-presents-gocardless-integration-revamp\/\" \/>\n<meta property=\"og:site_name\" content=\"Clear Books\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clearbooks\/\" \/>\n<meta property=\"article:published_time\" content=\"2013-10-23T14:23:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2016-07-07T09:53:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.clearbooks.co.uk\/blog\/wp-content\/uploads\/2013\/10\/Clear-Books-presents-GoCardless.png\" \/>\n\t<meta property=\"og:image:width\" content=\"728\" \/>\n\t<meta property=\"og:image:height\" content=\"248\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"David Eaton\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ClearBooks\" \/>\n<meta name=\"twitter:site\" content=\"@ClearBooks\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David Eaton\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.clearbooks.co.uk\/blog\/clear-books-presents-gocardless-integration-revamp\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.clearbooks.co.uk\/blog\/clear-books-presents-gocardless-integration-revamp\/\"},\"author\":{\"name\":\"David Eaton\",\"@id\":\"https:\/\/www.clearbooks.co.uk\/blog\/#\/schema\/person\/4172034da51206bed16e8857fa956677\"},\"headline\":\"Clear Books presents GoCardless integration 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