The GoCardless integration in Senta will display the payment history for a client, with live links to take you through to individual payment items on your GoCardless account.
Turning on the GoCardless integration
Go to Settings > General settings > Extras to turn on the integration, then click Save at the top of the page.
Once you turn on the integration, a new GoCardless tab will be added to the General settings page.
Follow the instructions that will appear to generate an 'Access token' from your GoCardless account.
Choose 'read-only' if you only want Senta to list GoCardless transactions, or 'read-write' if you'll want to create transactions.
Using the GoCardless integration
Once you have turned on the GoCardless integration, Senta will be able to read information from your GoCardless account. A GoCardless tab will also be added to all client records. This tab has a field called GoCardless reference, which you can update after clicking Edit.
You can find this reference ID on the client's record on your GoCardless account.
Once the number is added, GoCardless will pull the payment history for that client, with live links to take you through to individual payment items on your GoCardless account.
Submitting an ad-hoc payment
You can submit an ad-hoc payment if a 'read-write' access token was generated when setting up the integration. Confirming an ad-hoc payment will prompt GoCardless to request the payment from the client's bank account.
Please note that any practice user can submit an ad-hoc payment and that any invoicing will need to be done through your current provider as Senta does not generate invoices.