To access the settings page, login to your dashboard using an account with Administrator privileges.

Make sure that Gravity Forms and Instant Bank Pay are both activated.

Locate the Forms menu and select Settings. Then select GoCardless, and adjust the settings as described below.

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.

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.

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.