Request a Payment
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Overview
The Request a payment section is a feature on our Blink platform that allows you to send PayLinks to your customers and track Requested payments.
PayLinks are unique one-use payment pages you can send to a customer via SMS or email to make a payment. Unlike the Take a payment feature, customers can pay via card, open banking, or Direct Debit.
These payLinks are tracked to see if and how your customer has interacted with the PayLink.
Navigation
Find Request a payment under the Payments tab on the left-hand navigation bar (Payments → Request a payment).
How does it work?
Request A Payment
First, select which MID you want to take the payment for. Select the type of transaction from the drop-down menu listing: Sale, Pre-Auth Card, and Verify.
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Payment type
Once you have selected the type of transaction, you have the option of 3 payments types, depending on the payment rails you have set up on your account:
Card payment
Direct Debit
Open banking
You can choose your customer's payment options by selecting one or multiple methods above while creating the PayLink.
Customer details
Next, enter the" button, where it will ask for the email/phone number to send the PayLink request.
Reminders
Automatically remind your customer of an unpaid request.
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Request a Payment reminder. You can now send automatic reminders for all your requested payments moving forwardRemind your customers automatically on outstanding PayLinks. How does it work? Choose to send payment reminders for unpaid paylinks automatically. You can enable reminders for individual payments while creating the PayLink or for all new payment requests as a blanket rule. Reminders can be switched on for all payment requests (only for new requests) or manually selected.
When do we send the reminder? If You can switch reminders on/off on individual requests.  When does Blink send a reminder? You can choose how often you want to remind the customer during setup. If the customer has not paid by the date set on the Requested requested payment reminder has been reached and the customer has not yet paid, the system sends will automatically send them a reminder of the initial request at 12:00 PM (GMT/BST) on that day. The email is similar to the one initially sent with minor modifications. On reminder email will be the same as the initial email. You can easily track the reminders sent on the Requested payment page, you can now see that the request has been resent. Who has User access? All users have access , except for Payment Tier 2 . Where can you find this on the platform Payment Preferences The setting will exist globally on the Payment Preferences page (Under Payment Operations). You can make an overall decision for all new payments you request. This can be switched off for individual Requested Payments.  Request a Payment Merchants/users can switch on/off reminders on individual requests. Requested Payments On Requested Payments, there (user-level) can create paylinks with reminders. Adjusting payment request reminders There is an option to turn the reminder on/ off /edit for an individual request. The below clock shows a reminder set up for this particular link. When you click on the clock, the below pop-up shows up, where you can change the reminder schedule or switch it off entirely by toggling the remind customer off.   off reminders or edit the schedule for a specific payment request on the Requested Payments page. The clock icon indicates a reminder is set for this link.  Clicking on the clock displays a pop-up where you can adjust the reminder schedule or turn off reminders by toggling "Remind Customer Off.”  Create a blanket rule for all paylinks You can make an overall decision to send reminders to all new PayLinks on the Payment preferences page (Under Payment Operations). This can be switched off for individual PayLinks during the creation of a new payment or once the paylink has been sent. |
Expiry date
Choose an expiry date for your paylink.
Send - Sends the PayLink request to the specified email/phone number.
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The customer will receive a text message from BLINK, with the link in the message. If you want to change the contact name to something else, head to your Merchant shop settings in the Blink Page Customiser and add your contact name to the PayLink SMS Name input.
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When a PayLink has been successfully processed, the merchant and customer will receive their receipts.
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When you set up a merchant account with us, you are asked which currencies to use to process transactions. You can request additional currencies to be added. (Applicable only with Card Payments and Open Bankingcard payments and open banking). |
Tracking & Reporting
Find out how you can track your PayLinks in the Requested Paymentspayments tab; Within the Reporting section, you can find an overview of the transactions within the different payment methods.
Payments Specifics
Direct Debit specifics
Find out more about Direct Debit.
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To use Direct Debit within the Request A Payment a payment feature, you need a GoCardless account. Once you have set this up, you can take payment and set up a mandate with your customer. |
Creating/Connecting your GoCardless Accountaccount
Navigate to the Direct Debits area by selecting the dashboard icon or using the left-hand navigation bar (Customer Centre→ centre→ Manage Direct Debits).
You will now be asked to select from a Live or Test account, log in to your existing GoCardless account, or create a new one. This will take you to a page hosted by GoCardless to enter the relevant information.
Open
Bankingbanking specifics
Find out more about Open Banking.
You can request the Open Banking feature with our Blink Support Team.
Once requested, you will be onboarded by a Blink Support Team support team member; after this has been completed, your customers will be able to can pay you using Open Bankingopen banking.