Astral GoCardless - Help:

Setup Checklist

Watch the Video

The Setup Checklist allows you to keep track of what is incomplete for the Astral GoCardless setup.

To access this, in the search bar type 'Astral GoCardless Setup' and select it from the list.


Figure 1 | Setup

The Setup page will open, then click on 'Setup Checklist' in the ribbon.


Figure 2 | Setup

The required setup is split into Connection Setup; Application Setup; Email Setup; Direct Debit Schemes; and Notification Setup.

Astral GoCardless Setup Checklist.img

Figure 3 | Astral GoCardless Setup Checklist

Each line in this screen represents setup or configuration that is required before you start creating Direct Debit Mandates.

Review each line where the 'Description' field is red and states Incomplete. To complete these actions, click on the number of records in the 'Incomplete' column, and it will open the wizard at the correct step.

Incomplete Item Example.img

Figure 4 | Incomplete Item Example

Follow the instructions on the screen to complete the setup.

Once all of the setups are complete you can start to create Customer Direct Debit Mandates.

Email Setup

The Email Scenario step is optional, as if there is a Default Email Account, this will be used for sending emails. If you prefer to use an account other than the Default account, you would create a second Email Account and assign the 'Astral GoCardless' email scenario to it.

Click on the number in the incomplete column for 'Email Scenario – Astral GoCardless'.

The Email Accounts window will open (figure 5). Select the Email Account that you would like to use for sending Mandate PayLinks or Billing Request Links (or create a new Email Account).

Then click 'Navigate' and then 'Email Scenarios'.

SMTP Mail Setup Window.img

Figure 5 | Email Accounts

Select the 'GoCardless PayLink' entry and click 'OK'.

Collect GoCardless Notifications.img

Figure 6 | GoCardless PayLink

Notifications Setup

In the Setup Checklist again, click on the number in the Incomplete column for 'Collect GoCardless Notifications'.

Collect GoCardless Notifications.img

Figure 7 | Collect GoCardless Notifications

The window in figure 8 will open.

Set Status To Ready.img

Figure 8 | Set Status To Ready

Click on 'Process' and then click 'Set Status to Ready'.

Close the window.