Once you’ve completed the registration process, you gain immediate access to the Directli Merchant System.
The dashboard provides a quick summary of your account status. From here you can start to add customers, set-up payment requests and manage your payment collections.
Add your customers
Adding customers is as simple as filling in a short form. The option to bulk upload customers is available on the Pro plan.
If you operate multiple brands or departments, you can specify which brand your customer sees when setting up a Direct Debit mandate with you.
Create a payment mandate
To create a new mandate, simply select a customer from the list; choose whether it is a one-off bill, a regular subscription or variable billing (which allows you to collect different amounts when you need to) and enter the amount you would like to collect.
Finally, add a note to the customer detailing what the payment request relates to.
Process an invoice/bill
If you have customers with live variable billing mandates, you can go to ‘Process Bill’, enter the amount and click ‘Process bill for payment’.
The payment will be debited from the customer within 3 working days, or 6 working days if they’re a brand new customer.
View & manage your customers
When viewing a customer you can see all their details, including live mandates they have created, plus an overview of payments and their current status.
At a glance you can see which payments are due to be collected, have been paid, are being held for you, or have failed.
View your mandates
If your customer has live variable billing mandates available (also known as Pre-Authorisation), then a ‘Create Bill’ option will be displayed.
From here you can also cancel existing mandates in just two clicks, eg. if a subscription ends.
Your account information is stored here. On paid plans you can manage your brands and set-up as many other authorised users as you like.
If you need to give a colleague access, just add their name and email and we’ll do the rest for you. If, at a future date, they no longer need access, just click ‘Deactivate’.
Easy account creation
The Directli system is a simple, 4 step set-up:
Create your Directli account
Sign-up with Directli and complete your information. This will be sent securely to GoCardless.
Confirm the GoCardless agreement
Confirm your details and their user agreement. Once complete, you are automatically accepted and will be returned to the Directli site.
Start adding your customers
Now you have an authorised account, you can add customers.
Send a payment request
Once a customer has been added, you can raise a payment mandate which is emailed to them for agreement and settlement.