This page lists the statuses for payments from students, Direct Debit mandates and your GoCardless account. The labels match the app. For invoice statuses, see Invoice fields and statuses.

A Direct Debit mandate is the student’s permission for you to collect money from their bank account through GoCardless.

Payment statuses

Each payment attempt on an invoice is one row in the Payments card on the invoice page. The same rows show in the student’s contact portal, without the fees.

Status Meaning
Setting up The student started a Direct Debit setup. GoCardless has not finished it yet. The row reads Direct Debit setup and shows no amount.
Collecting GoCardless is collecting the payment from the student’s bank.
Collected GoCardless collected the payment. The invoice is now Paid.
Paid out GoCardless sent the collected money to your bank account.
Failed The payment did not go through, and GoCardless stopped trying. The invoice is open again.
Cancelled The student left the payment or the Direct Debit setup before they finished. No money moved.
Refunded The whole payment went back to the student.
Part Refunded Part of the payment went back to the student.

When there are no payment rows, the card shows No payments yet. Mark as Paid records a payment in the invoice activity, not in the Payments card.

Row details

Field Meaning
Method Direct Debit, Pay by Bank, Card or Manual. A setup row reads Direct Debit setup.
Date The latest event on the payment: the refund date, the paid out date or the collected date.
Amount The amount of the payment. A setup row shows a dash.
Fees The GoCardless fee and the Soniq Studio fee for this payment added together. Only you see this line.
Refund One line for each refund, with its date and amount.

Payment methods

Method Meaning
Pay by Bank A one-off payment the student approves in their banking app. It needs no mandate.
Direct Debit A payment collected through the student’s Direct Debit mandate.
Card A card payment. Card payments are not offered to new teachers.
Manual A payment recorded without a payment provider.

Direct Debit mandate statuses

The mandate status shows in the Direct Debit section of a student’s contact page and in the student’s contact portal. A student has at most one active mandate with you.

Status Meaning Can you collect?
Awaiting confirmation GoCardless has the mandate but has not confirmed it with the student’s bank yet. Yes
Active The mandate is confirmed. Yes
Cancelled The mandate was cancelled, for example by the student through their bank. No
Expired GoCardless marked the mandate as expired. No
Failed The mandate could not be set up with the student’s bank. No

When a student has no mandate, the contact page shows No Direct Debit set up. The contact portal shows Not set up.

The Direct Debit section shows only when you use GoCardless as your payment provider.

Schemes

Label Meaning
Bacs Direct Debit A UK bank account.
SEPA Direct Debit A bank account in the euro area.

Activity entries for payments

The Activity card on an invoice records each change to a payment.

Activity When it appears
Direct Debit mandate set up The student finished the Direct Debit setup.
Collecting payment via Direct Debit GoCardless started to collect a Direct Debit payment.
Collecting payment via Pay by Bank The student approved a Pay by Bank payment.
Direct Debit payment confirmed GoCardless collected the Direct Debit payment.
Pay by Bank payment confirmed GoCardless collected the Pay by Bank payment.
Direct Debit payment failed — GoCardless will retry A Direct Debit payment failed. GoCardless tries again automatically.
Direct Debit payment failed GoCardless stopped trying.
Pay by Bank payment failed The Pay by Bank payment did not go through. Pay by Bank does not retry.

Emails about payments

Email subject Sent to When
Your Direct Debit is set up The student The student finished the Direct Debit setup and the collection started.
A Direct Debit payment from your student couldn’t be collected You GoCardless stopped trying to collect a payment. Also sent when a Pay by Bank payment fails.
A student’s Direct Debit is no longer active You A mandate changed to Cancelled, Expired or Failed.
A refund to your student couldn’t be processed You GoCardless could not send a refund.

Your GoCardless account

You see these on Account › Payments and on the GoCardless page under Account › Integrations.

Payments setup

The Payments Setup for GoCardless card counts four steps.

Step Complete when
Public Profile You have a public profile.
Details submitted You finished the GoCardless sign-up.
Select Payment Provider GoCardless is your payment provider.
Verified by GoCardless GoCardless finished its checks on your account.

Account checks

Message Meaning
We’re reviewing your account — nothing to do right now. GoCardless is still checking your details.
Your account needs a few more details before it can collect payments. GoCardless needs something from you. Students cannot pay online yet. Select Finish verifying.
GoCardless needs you to complete something on your account. Your students can still pay in the meantime. GoCardless needs something from you. Students can still pay. Select Review account.

Select Refresh status to fetch the latest status from GoCardless.

Connection

Status Meaning
Connected Soniq Studio can read your GoCardless account.
Pending The connection is not finished.
Not Connected Soniq Studio has no connection to your GoCardless account.

Settlements

The Settlements card lists each payout from GoCardless to your bank. Select Details to see what it contains.

Field Meaning
Date When GoCardless sent the payout.
Arrived When the money reached your bank account.
Reference The payout reference on your bank statement.
Amount The amount paid into your bank account.
Invoice lines Each invoice number, student and amount in the payout.
GoCardless fee What GoCardless charged for the payments in the payout.
Soniq platform fee What Soniq Studio charged for the payments in the payout.
Net paid out The amount paid into your bank account after fees.