Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Setting up a new Merchant on the 'Donations' Self-checkout plan

Donations is available from Facilipay, but will soon port to be a LoyLap product on the Starter plan. The below instructions how to configure an account for a new Merchant

 

Current Process  - 

 

1.) Create a contact for the Merchant in Xero and create an invoice for the €50 setup fee, under the “Facilipay DD Mandate (EUR) template. 

2.) Ask Katie to give you the direct debit mandate for their account - this will be stored under their business name GoCardless.

3.) Send an intro email (See the template I use here) to the merchant including this GoCardless link, and ask them to confirm once the mandate is complete. Please keep Declan cc’d on this email.

4.) Arrange a call time with the client, where you can download a free version of the self-checkout app onto their device (you will need to enable the free version from our Clover dashboard). Alternatively, Declan may just add your Clover dashboard email and ask you to install the free version for the merchant through their Clover dashboard 

5.) Once the mandate is complete and the account has been activated on the device, we turn on the donations interface, under the Self Checkout section of the admin portal. You also need to set the onboarding to Facilipay, and the billing to “Facilipay Donations”, with manual billing enabled and DD enabled.

 

Attachment

 

 

Updated Process - 

Ask the Merchant to create a LoyLap account and choose the Starter Plan