in Business

Have you seen our amazing new How to page?

If you’d like to find out more about using GoCardless or have signed up and need a little extra help getting started check out our fantastic new how-to page.

Two of our product specialists, Ben and Ricky, have put together eight short videos (the longest is just 2 minutes!) which walk you through every step of the process from trying out GoCardless to taking payments and handling reports.

1. Overview of the GoCardless Dashboard

In this video, Ricky gives you a brief introduction to GoCardless, our dashboard and some of the features and benefits.

2. Trying out GoCardless

In this video, Ben takes you step by step through how you can test GoCardless to find out if it’s the right choice for your business.

3. Setting up customers

To collect Direct Debit payments you need your customer to authorise you first. In this video, Ben walks you through how to get authorisations from your customers.

4. Taking payments

In this video, Ben shows you how to take a one-off or recurring payment from an individual customer.

5. Custom payment forms

In this video Ben shows you our online mandate and briefly outlines the benefits of online Direct Debit over traditional paper forms.

6. Recurring payments

One of the key features of the GoCardless Dashboard is the ability to create custom plans for recurring payments. In this video, Ben takes you step by step through setting up recurring payments and payment plans for multiple customers.

7. Taking bulk payments

In this video, Ben shows you how to take payments from hundreds of customers at once by simply uploading a CSV file and using our bulk import tool.

8. Real-time reporting

In this video, Ben walks you through how our reporting works and shows you how to track payment statuses in real time.

Any questions? Get in touch with help@gocardless.com.

Want to find out more about GoCardless?
Book a chat with an expert
By using this site you agree to the use of cookies for analytics, personalised content and ads. Learn more