This action sends the Subscription that you have created in Business Central to GoCardless for creation.
This action updates the amount of the Subscription.
This action pauses the Subscription.
This action resumes a paused Subscription.
This action cancels the Subscription.
This action will show the next 10 Upcoming Payment Dates in a dialog message.
The Subscription No. is the identifier in Business Central for the subscription and is restricted to 20 characters in length. Depending on your No. Series setup, you will have to enter the Subscription No. manually or if it has been setup as default No., it will automatically populate the Subscription No. when tabbing out of that field.
The Customer No. is the identifier in Business Central for the customer. In here, you will select the customer you are creating the subscription for.
The Mandate No. is the identifier in Business Central for the mandate. In here, you will select an existing mandate for this customer. If there is no mandate for this customer, you will need to setup the mandate before you can complete the subscription.
This will be the optional name for your subscription and it will be set as the description for each of the created payments. You can either choose from an existing Payment description from the list or create your own one by typing in the description.
In this field you can select, if the customer will be charged weekly, monthly or yearly.
In this field, you will need to enter the total number of payments to be taken by this subscription. You can leave the number as 0, if this subscription is to run indefinitely.
In here, you can enter the first date to charge the customer. The first date needs to be on or after the Mandate’s Next possible charge date. You can find the Next possible charge date on the Mandate Card. If this field is left blank, Business Central will automatically set it to the Mandate’s Next possible charge date.
In here, you enter the interval units between the charge dates. As default it is set to 1 and as a minimum there needs to be one charge date a year, therefore you need to enter a figure of 1 or more.
In this field, you enter the day of the month the customers gets charged on. It needs to be a number between 1 and 28, unless you want the customer to be charged on the last day of the month, in which case you will need to enter -1.
You only need to select a month in here, if you have set the interval unit to yearly.
The Subscription ID is the identifier in GoCardless for the subscription. This will be automatically populated in Business Central, by receiving it from GoCardless, once the subscription has been created in GoCardless.
The Mandate ID is the identifier in GoCardless for the mandate. This will be automatically populated in Business Central , by receiving it from GoCardless, once the subscription has been created in GoCardless.
If the payment collection has failed, you can opt in to try automatically again using GoCardless Success+ (see Success+ for more details).
This is the currency the payment will be collected in. This field will be prepopulated and depends on the currency used at the time the mandate was created.
Here, you enter the amount you want to be collected.
In here, you will see the status of the subscription in Business Central: New, Sent to GoCardless Failed, Sent to GoCardless.
In here, you will see the status of the subscription in GoCardless.