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Gocardless integration (#13008)

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* GoCardless integration

* Addition of a method for determining if the email should be sent or not

* Correction for Tests

* Codacy fix

* Documents moved to ERPNext

* Codacy fix

* Codacy fixes

* Remove method where not necessary and replace with hasattr
This commit is contained in:
Charles-Henri Decultot
2018-03-01 06:29:21 +01:00
committed by Rushabh Mehta
parent 3fecbb98c5
commit bc7a549fdb
27 changed files with 1051 additions and 1 deletions
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erpnext/docs/user/manual/en/setting-up/integrations/gocardless-integration.md Normal file
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# Setting up GoCardless
To setup GoCardless, go to `Explore > Integrations > GoCardless Settings`
## Setup GoCardless
To enable GoCardless in your ERPNext account, you need to configure the following parameters and Access Token and optionally (but highly recommended), a Webhooks Secret key.
You can setup several GoCardless payment gateways if needed. The choice of payment gateway account will determine which GoCardless account is used for the payment.
![GoCardless Settings](/docs/assets/img/setup/integrations/gocardless_account.png)
On enabling service, the system will create a Payment Gateway record and an Account head in chart of account with account type as Bank.
![GoCardless COA](/docs/assets/img/setup/integrations/gocardless_coa.png)
It will also create a payment gateway account. You can change the default bank account if needed and create a template for the payment request.
![Payment Gateway Account](/docs/assets/img/setup/integrations/payment_gateway_account_gocardless.png)
After configuring the Payment Gateway Account, your system is able to accept online payments through GoCardless.
## SEPA Payments Flow
When a new payment SEPA payment in initiated, the customer is asked to enter his IBAN (or local account number) and to validate a SEPA mandate.
Upon validation of the mandate, a payment request is sent to GoCardless and processed.
If the customer has already a valid SEPA mandate, when instead of sending a payment request to the customer, the payment request is directly sent to GoCardless without the need for the customer to validate it.
The customer will only receive a confirmation email from GoCardless informing him that a payment has been processed.
## Mandate cancellation
You can setup a Webhook in GoCardless to automatically disabled cancelled or expired mandates in ERPNext.
The Endpoint URL of your webhook should be: https://yoursite.com/api/method/erpnext.erpnext_integrations.doctype.gocardless_settings.webhooks
In this case do not forget to configure your Webhooks Secret Key in your GoCardless account settings in ERPNext.
## Supported transaction currencies
"EUR", "DKK", "GBP", "SEK"