Client portal

Clientexec GoCardless Gateway Plugin Documentation

Payments Screen

 August 23, 2018     0 Comments

Payments Screen

This screen will show all the direct debit payments on the system

You can filter by invoice, due date, amount and total amount, payment status, and sort by GoCardless status

Get Payment Details

To get details about a payment, you have to check the required row then you just need to click the "Get Mandate Details" button.

Cancel a Payment

To cancel a payment, you have to check the required row then you just need to click the "Cancel Payment" button. You can only cancel a payment when it is in the Pending Submission status.

Delete a Mandate

To delete a mandate from the system - the user and mandate has to be in the cancelled state - you have to check the required row then you just need to click the "Delete Mandate" button.

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