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How to set up a mandate for reoccuring payments with GoCardless and FreeAgent.

Below is a brief explanation of these platforms. Other operational questions are covered in the FAQ area.

GoCardless as a payment provider

  • GoCardless is a business alternative to card payments and has greater flexibility for updating or cancelling agreements.
  • A business can easily update an agreement without friction and a customer can cancel at any time.
  • As most customers change cards more often than change banks, using GoCardLess minimises future setup.

FreeAgent as an accounting system

  • FreeAgent is a business accounting system that will provide invoices for your payments.
  • As GoCardless intergrates with FreeAgent, the collection of payment and your invoices is automated and friction fee.
  • Invoices are sent for your business records, but as payment has already been collected by GoCardless, no action is required.

Setup in 3 easy steps

Once you receive your invitation email, follow the steps below. If you still have questions regarding your direct debit visit the FAQ area.

✉️ Step 1: Look for the email invitation and press follow the link to 'Set up your Direct Debit'

You should have received an email from team@digiful.io entitled 'Request for Direct Debit'. If you can't find the email in your inbox, check your junk mail or spam folder.

✏️ Step 2: Fill in the direct debit form for your chosen bank.

Complete your business first and last name, business email address, business billing address and business. bank details to set up a payment authorisation. Once complete click the black button to 'Setup this Direct Debit' instruction.

✅ Step 3: Confirmation of setup and email alert before debit

You should see the below confirmation after completing your form. We will handle the rest of the setup. Please note it may take up to 10 working days for the first payment to be taken.

A few days before your charge you will receive an email from GoCardless similar to the one in the image below.

FAQ

If your questions are not answered here, please drop us an email at team@digiful.io or use the chat function.

Is this secure? Do you have access to my bank details/account?

GoCardless is a regulated finance partner that guards customer privacy. Digiful will not have any access to your bank account and will not even be able to see your full bank details, which are concealed as shown in Step 3 on this page.

How long does it take for the first payment to be taken?

It can take up to 10 working days for the first payment to come out of your bank.

Will payments come out on the same day each month?

Yes, if the direct debit mandate is not cancelled, the payments will come out on the same day each month.

What will I see on my bank statement for each payment?

Your bank statement will contain the company name 'DIGIFUL-' followed by the mandate reference number.

Will I receive an electronic invoice for my business records?

An email will be emailed to you automatically each month for your business records. The email will come from team@digiful.io and will have 'Digiful' and 'Invoice' in the subject. Please check your spam and junk mail folders if you don't see the emails. If the email does go into either your spam and or junk mail folder, you can choose to 'mark it as safe' or indicate you 'trust emails from this address', which should ensure this does not happen in the future.

What happens if I change my bank account?

Contact us and we will cancel the existing mandate. We will invite you to setup a new mandate for your new bank account following the steps on this page.

What happens if we need to change the amount taken each month?

As per agreed discussions, the Agency can edit the payment amount without interrupting the mandate.

What if I want to cancel the direct debit?

You are free to cancel services at any time. However, it is not recommended to cancel a GoCardless mandate directly with your bank as per the reasons in this GoCardless article.


The recommended way is to email us at team@digiful.io and we will action this. We will then advise you of any changes following this action. Please see the Schedule C document you signed for the details of any services that may be suspended following the cancelation of payment.


We request 1 month's notice for the suspension of reoccuring payments.

Need a catchup or support?

For clients with an active project, you can book a catchup below.

Previous clients can book a discounted single hour session below or other more extensive support sessions.


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