Payment services

Payment processing services allow businesses to collect payments directly from customers' bank accounts. An example service is GoCardless payments, where the system can send out a Sales invoice with a link that allows the Customer receiving the invoice to click and pay via an instant bank payment.

  • Payments via open banking only - that is bank to bank payments.

  • Customers wanting to use the GoCardless payment service must become a Customer of GoCardless.

  • GoCardless only supports Sterling and Euro currency.

  • GoCardless maximum amount that can be collected is £25,000 - some banks may have lesser amounts.

  • The GoCardless link is only valid for 7 days. If a Customer selects the link after that time, then they will get a message saying that the link has expired.

  • GoCardless supports full payment only - Customers can't make part payments.

  • There is no extra charge from iplicit for this Payment service.

How to view Payment Services

Viewing Payment Services

Select Bank / Payment services from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Payment services in the Quick Launch Side Menu.

This will then show the Payment services on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.


Important

Prerequisites

Prior to creating Payment services there are various settings on other parts of the system, if not already done - Payment service prerequisites.

How to create a Payment Service

Creating a Payment Services

  1. Select Payment services from one of the options as shown above in Viewing a Payment services.

  2. Press New.

  3. Fill in the appropriate data in the required fields.

    • Code: Enter a unique code.

    • Description: Enter a description.

    • Provider: Select the payment provider from the dropdown list.

    • Legal entity: Select the Legal entity from the dropdown list.

    Automated Posting

    • Enable automated posting: Tick this option to automatically create and post receipts when the end customer makes their payment.

      • Payment service account: It's recommended to set up a new bank account to handle receipts, charges and where payouts are transferred from to improve accuracy on reconciliations.
      Note

      When a user is creating their Bank account to be used as the Payment Service Account to post the receipts to, they will need to ensure that the correct GoCardless payment method is selected when creating the bank account, otherwise the payment method on the receipt is not populated when they're automatically created.

  4. Select Create.

  5. Until the new Payment service is securely linked to an Account, the Status will show the following.

Linking Payment Service

Once a Payment service has been created, the payment service option entered in the Provider field needs to be linked to your external payment account e.g. GoCardless Account.

  1. Select Payment services from one of the options as shown above in Viewing a Payment services.

  2. Select the Payment services to "Link".

  3. Select the new link account button that now displays in the top menu.

  4. Taking GoCardless as an example, you will now be presented with the GoCardless screens to log into your account.

    Note

    If you already have an account, you can just sign in.

    • The first screen will ask you to set up an account.

    • Tick to agree to terms and conditions, then select .

    • Account/s will then connect.

    • Once the process completes, you will get a confirmation message.

  5. Return to the Payment services menu, and if the 'linking' was successful then your payment service will now have a status of Account linked and Verification status showing as Successful.

    The Payment service can't be used until the Verification status is showing as successful - the Refresh button can be used to re-check the status and will show the message as Refreshing account status. The system will automatically refresh the Payment services regularly.


Updated February 2025