How to Integrate GoCardless to Your Form?

July 7, 2022

GoCardless is creating a new international payments network to rival credit and debit cards. Its ambition is to break down barriers so businesses can quickly and efficiently take payments anywhere in the world. You can learn more about GoCardless here.

gocardless-logo

Jotform’s GoCardless integration allows you to collect subscription payments from your customers via mandate creation.

How Does Jotform’s GoCardless Integration Work?

A new Direct Debit Mandate is created for each submission, and a subscription related to that mandate is initiated. So there is a one-to-one relationship between mandates and subscriptions. Please keep in mind that moving your existing mandates to Jotform’s GoCardless integration is impossible.

How to Integrate Your Forms with GoCardless?

  1. In the form builder, click the Add Form Element button.
  2. Go to the Payments tab.
  3. Search and click GoCardless from the list. You can also drag/drop it to add. The Payment Settings will automatically open.
jotform-payments-gocardless
  1. Connect your GoCardless account by clicking the blue Connect button from the Payment Settings window. Once connected, the button will turn green and display the message as Connected.
  2. Select your Currency. GoCardless supports the following currencies:
    • GBP – British Pound
    • EUR – European Union Currency
    • SEK – Swedish Krona
    • AUD – Australian Dollar
    • DKK – Danish Krone
    • NZD – New Zealand Dollar
    • CAD – Canadian Dollar
    • USD – United States Dollar
jotform-gocardless-payment-settings

Notes:

  • The Mode dropdown automatically sets your connection between Live and Sandbox based on the account you use to log in. Sign up here to set up a Sandbox account with GoCardless for testing.
  • You can only set up GoCardless to sell subscriptions, so you can only select Sell Subscriptions from the Payment Type.
  1. Under Additional Gateway Settings, you can set up the following unique options for GoCardless:
    • Customer Name Field
    • Customer Email Field
    • Use Field as Billing Address

Your form sends these details to GoCardless’s payment portal, so your users do not need to fill them out when paying.

jotform-gocardless-additional-gateway-settings
  1. Click the Continue button at the bottom to set up your subscription items.

How Does GoCardless Process the Subscription Payments?

The form will redirect your users to GoCardless’ Mandate Creation page once they select a subscription and submit the form. The actual page will look like the following:

gocardless-mandate-creation-page

Clicking the Set up a Direct Debit button from the Mandate Creation page will redirect your users to the confirmation page.

gocardless-mandate-confirmation-page

Clicking the Confirm button from the confirmation page will redirect your users to the form’s thank you page. GoCardless also creates the subscription on their end after this step.

Feel free to test the following demo form with the following credentials:

  • First Name: Your First Name
  • Last Name: Your Last Name
  • E-mail: Your Email Address
  • Sort Code: 200000
  • Account Number: 55779911
  • Billing address line 1: 46C Jamaica Street
  • Town / City: Liverpool
  • State / Province: Merseyside
  • Post Code: L1 0AF
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  • David Alexander