GoCardless Direct Debits Implementation for iMIS 20

Real Time integration with GoCardless for online Membership signups using RiSE. This integrates as a payment option in the iMIS checkout cart, and for staff, the entire process is dashboard driven with automatic links to history in GoCardless. The solution used the ZenDebit product from Zengage and runs in parallel with their existing EFT Direct Debit solution.

GoCardless Direct Debits Implementation for iMIS 20

Real Time integration with GoCardless for online Membership signups using RiSE. This integrates as a payment option in the iMIS checkout cart, and for staff, the entire process is dashboard driven with automatic links to history in GoCardless. The solution used the ZenDebit product from Zengage and runs in parallel with their existing EFT Direct Debit solution.

GoCardless Direct Debits Implementation for iMIS 20

Real Time integration with GoCardless for online Membership signups using RiSE. This integrates as a payment option in the iMIS checkout cart, and for staff, the entire process is dashboard driven with automatic links to history in GoCardless. The solution used the ZenDebit product from Zengage and runs in parallel with their existing EFT Direct Debit solution.

Category: eCommerce, Web

Client: Rethink

Location: London

Date: Saturday, June 25, 2016

Background

Rethink is one of the largest mental health charities in the UK and they have a large number of members and are actively recruiting to increase their membership supporters. As part of the project, they were rolling out a new RiSE website - Wethink,Rethink.org for their members, and wanted integrated Direct Debit signups online that worked with the iMIS checkout. They also wanted to move away from the consultingware solution EFT to a more robust, cloud based solution.

What they asked for

Rethink asked for the online signups to be a part of the checkout process and for members to be able to choose to pay annually or monthly. E-memberships, however, could only pay annually. They aslo wanted the staff process to be as automated as possible.

What we did

We implemented the ZenDebit solution from Zengagers and incorporated it as a payment option in the checkout basket. ReThink used the free  version of GoCardless to get up and running quickly and without cost and without having to create a new SUN number. The idea was that once this has bedded in, they will transfer all of their backoffice Direct Debits over to this solution too.

We created dashboards for Rethink that allowed them to see all of their new mandates in real-time and be able to easily drill into the mandate or payment history in GoCardless to see a full history of the mandate and any payments.

We also create an automatic batching functionality that batched the payments into iMIS transactions on a daily basis and posted them to the cash book. This minimised the staff time needed for processing and also allowed them to reconcile iMIS with the Bank statements from GoCardless.

How they benefitted

Rethink were delivered a robust online sign up solution with military grade encryption that did not require them to keep any bank details whatsoever in iMIS. Staff wrre also presented with real-time dashboards to allow them to control all of the processes, while having to do minimal processing themselves. A full history of each and every tramsaction was maintained in an easy to access way so that staff had complete control of the end to end process. All communications with supporters were automatically taken care of by GoCardless, further minimising staff processing needed.