The launch of WPdirectdebit 3.0 brings a host of new features to the WPdirectdebit dashboard.

In release 2 you’ve been able to list your customers and step through them 50 at a time. Now with release 3, you also have three ways to order the listing. Order by date of creation, or alphabetically by name or by company name.

You can also reverse the order of display. This should make it much easier for you to find the customer record you are looking for.

You’ll also now find support for metadata. GoCardless provides for three metadata key/value pairs to be stored with resources such as mandates and payments. Any customer metadata stored with the customer record is displayed in the right hand column in the format [Key] => Value. You can use metadata for a wide range of purposes, such as to record customer acquisition source, or invoice number, etc.

In release 2, clicking on the customer ID would hotlink to the customer record in the GoCardless dashboard. In release 3, the link focuses in on the customer record, displaying the customer bank accounts, mandates, and payments on a single screen. Once there, you can still access the customer record by clicking on the Customer ID highlighted in yellow.

WPdirectdebit customer screen

The payouts, payments and subscriptions tabs now bring similar benefits to you, making it easier for you to keep across your incoming payments.

However perhaps the biggest and best change you’ll find is the ability to amend resources right in your WPdirectdebit dashboard. So for example you can change the price of a subscription, pause it, resume it or cancel it – or even rename it.

For a fuller description of the new WPdirectdebit dashboard, visit this link.