GoCardless Payment Gateway Integration for Perfex CRM

Accept GoCardless Payments Directly in Perfex CRM

This module enables you to receive payments from Perfex CRM’s invoices, straight at your GoCardless account, through Direct Debit.

Invoices & Subscriptions

Invoices – Customers can pay one-off invoices via GoCardless. They are sent to the GoCardless hosted page to set up their bank details (mandate), then redirected back to your site where the payment is created and the invoice is marked as paid.

Subscriptions – Customers can subscribe to your recurring plans using GoCardless Direct Debit instead of a card. When you create a subscription in Perfex with a Stripe plan (amount and billing interval), the client can choose Subscribe with GoCardless on the subscription page.

After they authorise their bank details, a GoCardless subscription is created and recurring payments are taken automatically.

Each successful payment creates the corresponding invoice and payment record in Perfex via the built-in webhook. Supported billing intervals: weekly, monthly, and yearly. No coding required – configure the webhook URL and secret in the module settings and in your GoCardless dashboard.

Set-up

You will not need any coding skills in order to set this payment module up. You will be able to configure it just like every other payment module of Perfex (we do provide a documentation for that). GoCardless provides all needed information inside customer account’s panel and also provide extra assistance regarding integration, upon contact request.

Support

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.

Version 1.2.0

- Subscriptions support: clients can subscribe to Perfex subscriptions via GoCardless Direct Debit - "Subscribe with GoCardless" option on the subscription page (alongside Stripe) - Recurring subscription payments create invoices and payment records in Perfex automatically (webhook) - New gateway setting: Webhook secret for GoCardless webhook verification - PHP 8.2+ compatibility (updated GoCardless Pro, Guzzle, PSR-7 dependencies) - Minimum PHP version: 8.1 recommended

Version 1.1.0

- Fixed issue with Version number of Vendor dependencies causing error 500 in some PHP configurations - GoCardless Library updated - Minimum PHP version required: 7.4

Version 1.01

- Invoice data compatibility using older versions of Perfex

Version 1.0

- Initial version