Connecting GoCardless & collecting Direct Debit

GoCardless lets you collect invoices by Direct Debit and offer Pay by bank. Yenlio never sees or stores parents’ bank details — everything happens on GoCardless’s secure hosted pages, and your nursery is always the merchant of record.

Connecting GoCardless

1. Tap Connect GoCardless (it may say Connect Sandbox in a test environment).
2. Sign in or sign up on GoCardless, then authorise.
3. You return to a Connected card showing your organisation and creditor id.

Setting up a parent Direct Debit

Share the secure GoCardless setup link. The parent enters their bank details on GoCardless. Yenlio then shows the mandate move from pending, to submitted, to active.

Collecting an invoice by Direct Debit

A safety layer holds collection until the parent review window has passed (default 5 days, settable 0–30). First collections may also need manager approval. The invoice flips to paid once GoCardless confirms.

Refunds

Admin or manager only. You confirm the exact amount (an anti-typo guard); partial refunds are supported. Yenlio never refunds automatically — staff always act first.

Payouts & reconciliation

• Confirmed — money collected from the parent and on its way.
• Paid out — funds landed in your nursery bank account.

The payouts list shows the amount, fees deducted, arrival date and which invoices each payout covered. Tap Refresh payouts to pull the latest from GoCardless.

Importing existing mandates

Already on GoCardless? Yenlio fetches your active mandates and suggests a parent contact for each. Confirm the link, or unlink a mismatch — unlinking only clears the local link, the mandate stays active on GoCardless.