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Financials
Financials
Failed and cancelled payments
Failed payments
Cancelled GoCardless payments
Requesting payment
Requesting payment
Sending payment reminders
Generating an ad-hoc payment request
Pre-authorising payments
Pre-authorisation explained
How members can cancel their pre-authorisation agreement
Instalments
Setting up instalments
Instalment option for new members registering
Recording offline instalment payments
Deleting future instalment requests
Existing members and instalments
Payment Reports
Transaction Reports (1st January 2018 onward)
Dashboard
Payment Summary Report
Detailed Payment Report (member level)
Exporting Payment Information
Payment requests waiting to be scheduled
Payment requests waiting to be scheduled - Overview
Upcoming payments
Upcoming payment request report
Recording offline payments
Recording 'offline' payments (ie. cash, cheque etc)
Refunds
Issuing a refund for an offline payment
Issuing a refund for an online payment
Online payment methods
Gocardless – Members view
GoCardless - Payment Processing Time
How to setup up a GoCardless account
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