Access mode
Enable sandbox mode for testing purposes. Then you can use your GoCardless sandbox to simulate the process of setting up payments and subscriptions. It’s an almost exact model of the live system, but without any money changing hands.
Visit https://manage-sandbox.gocardless.com to create your sandbox account. The email address on your sandbox account should be the same as the email address of your subscription on wpdirectdebit.com. This will be used to help identify you when you connect WPdirectdebit to GoCardless.
When you conduct tests, do not use any ‘real’ data – use only fictional customer data.
Later on you’ll want to switch this to Live mode. Check out the Going Live section before you do this.
Payment reference
The payment reference is an optional reference that will appear on your customer’s bank statement. For BACS payments (i.e. receiving payments in the UK) you must be on the GoCardless Plus, Pro or Enterprise packages to use payment references. More information from GoCardless can be found here.
The character limit varies from scheme to scheme; for the BACS scheme the limit is 10 characters. If the reference you enter here is too long for the scheme, it will be truncated.
It’s important that you do not enter anything here if you cannot use payment references. Check with GoCardless if you are unsure.
Success+
When you enable Success+ (also known as intelligent retries), GoCardless will retry failed payments automatically, on the date that is most likely to result in success. You need to have Success+ enabled in your GoCardless account for this to have any effect. More information from GoCardless can be found here.
Transaction minimum
Enter the minimum amount per transaction that you wish to permit. Typically this would be 1 (but for Danish Krone is more likely to be 10). This would indicate £1 or $1, i.e. a whole currency unit, not pence or cents. It must not be zero or negative.
Transaction limit
Enter the maximum amount per transaction that you wish to allow. This should not be higher than the maximum allowed by your GoCardless account. Typically the upper limit is 5000 whole currency units, e.g. £5,000 or €5,000.
Default country
When you design a form used to set up a mandate, one of the fields you are likely to include will be the customer’s address. If your form does not return the customer’s country, the default country entered here will be passed to GoCardless for use on the GoCardless hosted payment pages. (Note: the customer wuill be able to select a different currency).
Events history
Enable the Events History if you want to inspect the events that your site receives from GoCardless via its webhook. An event could be a message to tell your site that a mandate has been cancelled, for example. This is handy when you are testing things out.
With Events History enabled, you’ll see ‘GoCardless Events’ listed in the dashboard menu.
Select the number of days’ history saved to the the history log. Older events are cleared out automatically.