In order to sync customers that are already signed up to GoCardless but not found in Squeegee, first see them in the GoCardless dashboard:


These customers will appear on Squeegee automatically if you have linked your GoCardless account to Squeegee. 


You can confirm this by going to Squeegee>Settings>Invoicing and Payments>Payment provider>Sync GoCardless Customers.



Here you will be able to see all customers that are available on GoCardless, If they have a green tick, that means they have been linked to a customer on Squeegee and are available to pay on Squeegee through Gocardless.



If they have an orange warning icon, that means the customer is available on GoCardless but has not been linked to a customer on Squeegee.


Inviting customers to automatically assign them


You can invite customers via email or SMS to set up as a GoCardless Customer and mandate to you. 


A useful Guide on getting customers to sign up to GoCardless outlining the benefits can be found here: when to ask customers to switch 


The link on the customer within Squeegee is unique so that once you have sent it out and the customer signs up, you don't have to do anything at all. 


The process takes a few days for customers to become active (around 3-5 working days) and as soon as they are active, you can start making charges. 


To invite a customer, go to the customer edit menu (three dots to the top right of the customer) and press direct debit 




Matching GoCardless customers with Squeegee customers.



If you have the customer already created on Squeegee, Customers on GoCardless with the same Email set on Squeegee, will automatically match and be available for payment and show as GoCardless active/pending.


If the customer uses a different Email you can manually assign the GoCardless unmatched customer, to any customer you have already created on squeegee, the images below will show how to do this:



In order to link unmatched customers to a customer with a different Email set:



Select the customer you wish to assign the GoCardless account too:



Then you will see in the Sync GoCardless customers menu:



Then press the "save matches" button to confirm and save the merging or change.

 

The customers have been linked, and you will now be able to gather payments for the customer through GoCardless.


If you have any more questions or queries, or would like to see what other features Squeegee has to offer, please take a look at our help page at https://squeeg.ee/help or alternatively you can ring us on, 020 7861 4401