GoCardless + ServiceM8
Create direct debit payments in GoCardless for completed jobs in ServiceM8
Effortlessly streamline your invoicing process with this efficient workflow. When a job is completed in ServiceM8, a direct debit payment is instantly setup in GoCardless. With this seamless process, chasing payments becomes a thing of the past, allowing you to focus on delivering exceptional services.
Effortlessly streamline your invoicing process with this efficient workflow. When a job is completed in ServiceM8, a direct debit payment is instantly setup in GoCardless. With this seamless process, chasing payments becomes a thing of the past, allowing you to focus on delivering exceptional services.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Direct Debit Payment
Create a direct debit payment. This can only be created when linked to a mandate
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try It
