If you choose not to use digital signing but still want to offer your clients the payment options, you need to manually generate a payment link from the Actions button on the Engage Dashboard.
Create your Engagement letter and download it. Send it to your client for approval. Once confirmed, you can manually mark the engagement as signed using the Actions button on the Engagement Dashboard.
Once marked as signed, the Payment Link action will be enabled.
Copy this link and send it via email to your client.
This payment link directs your client to a custom payment page with a summary of the fees and a "click here to pay" button.
Client selects the Direct Debit option (GoCardless).
If your client has set up direct debit before through our payment portal, their bank account is debited with the funds required for this payment.
If the client has not set up a direct debit previously, they are directed to another page on the payment platform. Your client is then asked for their contact and bank details and to confirm that you can take payments automatically.
Once completed, your client is redirected back to a confirmation page and the first payment is taken.
Track payments on your GoCardless dashboard.
Note: ChangeGPS does not automatically update the Engagement letter status when an actual payment is made via these third-party platforms. Payments can only be recorded manually.