Astral GoCardless

Welcome to Online Help

Guidance notes on downloading and installing Astral GoCardless.

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Gaining Access to the Astral GoCardless Role Center in Business Central.

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Connection guidance on setting up Astral GoCardless using the setup wizard.

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Accessing and setting up the application using the setup wizard.

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This section details GoCardless onboarding.

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Understadning the GoCardless dashboard.

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Where to find the Astral GoCardless setup requirements checklist showing the setup tasks that need to be completed.

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An explanation of the differences between Business Central Currencies and GoCardless Currencies.

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GoCardless exchange rates.

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Accessing and configuring notifications.

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Accessing GoCardless Creditors and Schemes in Business Central.

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Guidance on creating a Direct Debit mandate for customers using Astral GoCardless.

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Create a payment batch that looks for all invoices that could be collected by Direct Debit Mandate via GoCardless.

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This section describes how to submit payments.

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Success+ enables you to collect initially failed payments automatically.

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Borderless payments enable you to collect payments across multiple bank debit schemes and countries into a single bank account.

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Instructions on how to post a Payout into the Business Central ledgers.

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The procedure for generating a Refund from a Payment.

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Instructions on how to set up a Subscription.

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Best practice for ensuring that the VAT/Taxes on your GoCardless Fees are recorded correctly in the Business Central ledgers.

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Information as to why Currency Triangiulation differences may occur and how to minimise them.

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This section describes where to review errors and events. You can review the errors on all card and list pages of Mandate, Payment Entry, Refund, Payout and Subscription.

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This scenario describes the permissions for Astral GoCardless.

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Additional Resources

For more information on specified pages, click on the below:

Setup Page

Creditor Page

Scheme Page

Mandate Page

Subscription Page

Please contact us with any issues, we are here to help!

Videos

Role Center

Assisted Connection Setup Wizard

Assisted Application Setup Wizard

Setup Checklist

Notifications

Creating A Mandate

Creating A Payment Batch

Posting A Payout

Creating A Refund

Creating A Subscription

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