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sunshine windows

  • Posts: 2361
Gocardless/cleanerplanner
« on: August 31, 2014, 11:49:59 pm »
It's a bit late to be pestering Rob and it's my first time trying to start a few gocardless transactions on my round.

How do I request payment from all customers billed in one week? Do I need to start gocardless independently on each customer,  or can I just start gocardless requests for all outstanding debts from customers signed up to gocardless?

Cheers
To climb mount fuji you must first find a path
(Swindon, Wiltshire)

www.sunshinewindowcleaning.co.uk
www.sunshinesoftwashing.co.uk

Rob @ Cleaner Planner

  • Posts: 292
Re: Gocardless/cleanerplanner
« Reply #1 on: September 01, 2014, 09:20:13 am »
Hi Lance - for now yes, you need to start each payment independently, but in addition to the streamlined customer sign up process I mentioned on the other thread, I'm also planning to add the ability to kick off multiple GoCardless payments in one go, both from the debt list and the worksheet - watch this space!

I'm focusing on improvements to the mobile app this and possibly next week (to include much requested payment method totals) so I can get an update into the app stores, but GoCardless improvements are next on my list. I'm also looking at adding Stripe integration for credit card payments.

Anyway, will keep you posted!

sunshine windows

  • Posts: 2361
Re: Gocardless/cleanerplanner
« Reply #2 on: September 01, 2014, 11:18:44 am »
Cheers Rob
To climb mount fuji you must first find a path
(Swindon, Wiltshire)

www.sunshinewindowcleaning.co.uk
www.sunshinesoftwashing.co.uk

Jonny 87

  • Posts: 3515
Re: Gocardless/cleanerplanner
« Reply #3 on: September 01, 2014, 10:34:27 pm »
I started my free trial tonight. Looking forward to getting all set up as I havnt used any software before.

Great service from rob already.
Vision Technician / Visual Engineer /  Vision Enhancement Operative /...........................................................OnlyUseMeWFP AkA Jonny the Windy Wesher

Rob @ Cleaner Planner

  • Posts: 292
Re: Gocardless/cleanerplanner
« Reply #4 on: September 02, 2014, 09:23:39 am »
Cheers Jonathan. Did you decide to start adding jobs manually or go for the Excel import? Will take a while to get all your jobs transposed off your current set up, but if you do a bit every evening you'll soon get through it and you only have to do it once. Moving forward the software will automatically keep track of all your schedules, due dates, payments, balances etc :)