Design guides#
Use the design guides to plan where GoCardless appears in your product. Each screen covers what to include, examples, and how to build it. If you want to know which features you need to build before going live, see the integration guide.
Principles#
The difference between a good partner integration and a great one is down to design and usability. Payments should feel like a natural part of your product.
Show GoCardless actions where your users already deal with customers and transactions.
Direct Debit and Pay by Bank work differently from cards, so tell your users what to expect, and when.
Show mandate and payment statuses, and empower your users to fix problems themselves.
See our guide on how to describe each payment method to your users and payers for more guidance.
What you don't need to build#
GoCardless provides these screens, so your product links to them or embeds them:
- Account connection pages: the sign-up and login screens your users see when they connect
- Verification flow: where your users enter their business details for compliance checks, inside the GoCardless dashboard
- Hosted checkout pages or components: where payers set up a mandate or make a payment
- Email notifications: updates and regulatory emails to your users and payers
Screens and flows#
The screens and flows you build in your product, grouped by stage.
Onboarding and settings#
Help your users find GoCardless, connect their account and get verified.
When to suggest GoCardless, and what to say.
Connect, get verified, and manage the connected account.
Match existing mandates to customers in your product.
Payment creation#
Let your users request mandates and collect payments.
Ask payers to set up a Direct Debit, from a customer record, a transaction or a shareable link.
Where payers set up a mandate or pay.
Collect payments from payers who already have a mandate.
Management#
Show your users where each mandate and payment is, and help them fix problems.
Show each customer's mandate details, so your users can troubleshoot themselves.
Show where each payment is, and let your users cancel, retry or refund it.