[richywilts]

what happens if you try and take a direct debit with go cardless and it comes back insufficient funds etc what happens with cleaner planner??

cheers

[Smudger]

You get an email to tell u the dd has failed it stays as a debt on cp. u could then retry the transaction if they had not cancelled the dd, if they had cancelled u can ask them to re authorize.

[richywilts]

brilliant thanks very much smudger

[dave0123]

As fair as i know you also get a email if someone does cancel the direct debit which is handy if the job is up and coming in the next few weeks 

[richywilts]

good idea seems pretty faultless aslong as you read every email

[Soupy]

good idea seems pretty faultless aslong as you read every email

If someone cancels their direct debit, it's cancelled. You can't then take any money, even if you haven't read the email.

The main fault with gocardless is the process of identifying people who've signed up. All you get is name and email. I find that often this isn't enough (about 10% of the people who've signed up so far - I've had to take additional steps to identify them). Obviously this is pretty straightforward most of the time - email them and get some other details. Still, should be easier.

[Mike #1]

For us window cleaners and similar they should point out that a reference such as first line of address is required to identify each customer .

Whether it be a personal or business surely this option can be catered for whatever the circumstances . We need to mass email this request . Mike

[Smudger]

I agree it would be nice to have the addy come up - but if you have your customers name and you obvioulsy have their email address (and not too many with the same one!) then it is still fairly easy to identify who has paid.

We have all our customers names as this is one of the most important pieces of information.

[Soupy]

Yeah I've got every name too. The more customers you have, the worse the sign up process is.

[Mike #1]

I have a lot of custys names but not all but new custys are asked for full name phone number and email . Mike

[J.D]

Bloody hell fellas, its not difficult! 

[Soupy]

If you say so.

[Window Lickers]

For us window cleaners and similar they should point out that a reference such as first line of address is required to identify each customer .

Whether it be a personal or business surely this option can be catered for whatever the circumstances . We need to mass email this request . Mike

I was of the impression that you could in the developer part of the GoCardless website

https://dashboard.gocardless.com/developer/uri-settings

offer a redirection URL which the newly signed up customer would be forwarded to after filling in the form; from that page they could fill in a form like this http://www.oakleywindowcleaning.co.uk/gocardless.htm however it doesn't actually work by just offering a URL to which you'd like them forwarded to. It seems you need to be fluent in the use of APIs and integration with other software  

[Rob @ Cleaner Planner]

For those interested, the way I'm planning to improve on the standard GC sign up process is to give users a URL e.g. www.cleanerplanner.com/acme/pay and/or a "widget" you can drop on to your website, which allows the customer to identify themselves in your customer database before sending them off to GoCardless.

i.e. it could simply ask for their customer ref (depending on how you configure CP) or perhaps name and first line of address. This way we can tally things up ahead of time, so that when they later sign up for GoCardless and make a payment, the system will automatically attribute it to the correct customer record without you having to sync on email or cross-match manually.

The only caveat of this (and this is a GoCardless limitation) is that any customers created this way (via the API as Window Lickers pointed out) can ONLY be charged via the API, you won't be able to charge them manually via the GC dashboard. However, GC have confirmed that if you later decided to move away from CP (or another software that integrated with GC) then you could contact them and ask them to move all your customers to the standard GC dashboard.

[Window Lickers]

You have e-mail Rob.

[Soupy]

Got a customer signed up this morning. Must have used the link on the website, very common last name - no idea who it is. So I email them using the email address they signed up with, it bounces back:

Your message did not reach some or all of the intended recipients.

      Subject:   Window cleaning direct debit
      Sent:   08/09/2014 10:41

The following recipient(s) cannot be reached:

      '**********@aol.con' on 08/09/2014 10:41
            Server error: '550 5.1.2 <*********@aol.con>: Recipient address rejected: Domain not found'

Now it's obvious to me the problem here but I cant change the email address so I phones gocardless to explain the problem.
I explain the only way I have of identifying the customer is the email address - which is incorrect. Guy on the phone tells me I should contact the customer!!

Genius.

[richywilts]

cant u email the customer by adjusting the mistake

[Smudger]

Hi - if you EMAIL GC and tell them that it is a common last name, they should email you back (normall very quickly) with some address details

[Rob @ Cleaner Planner]

This one is obvious of course (aol.con = aol.com) and can probably be amended by asking the customer to change it with GoCardless, but it won't always be that way, and GoCardless don't have an email verification process for new customers, they don't even ask you to enter your email twice (I'll suggest that to them, for what it's worth!)

Just emailed my contact at GC and got a reply straight back:

Difficult one to deal with! Usually, where people notice this, they (or the merchant they're paying) will email us and we'll fix the email for them. We don't require an email confirmation at the moment as it'd just add too much friction.

This is another issue that would be alleviated by signing up GoCardless customers via Cleaner Planner (once I've implemented that - aiming for end of month) as this way we would require them to look up their account first (using customer ref, first line of address etc) before going off to GoCardless, meaning even if the email is wrong we will still have them linked up correctly in CP.

[Soupy]

Hi - if you EMAIL GC and tell them that it is a common last name, they should email you back (normall very quickly) with some address details

Really? I have asked them for more info in the past and they flat out refused. I will email them and see what they say.

cant u email the customer by adjusting the mistake

Sure can - and have. That's besides the point though, like Rob says this mistake is obvious, it won't always be.