Take a Payment
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Overview
The Take A Payment section is a feature on our Blink platform which allows you to manually process transactions by filling in your customer’s card details.
Navigation
You can find Take A Payment under the Payments tab on the left-hand navigation bar (Payments → Take A Payment).
How does it work?
Taking 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:
One-Off
Repeat - Variable Schedule
Repeat - Fixed Schedule
Below you will find an overview of the specifics of these types:
One-Off-off |
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You can choose between taking a card payment within the one-off payment type or setting up a Direct Debit.
One-off - Card payment
Firstly select the MID, type of transaction, one-off payment and the Card Payment method. Next, enter the customer's full name, email and a transaction reference, if applicable - which will be noted on the email receipt and transaction history.
If you have multiple currencies enabled on your account, you can select the currency you wish to process the transaction using the drop-down list by clicking on the currency symbol.
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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. |
Enter in the amount you wish to charge the customer.
You can choose whether to take the payment immediately or delay the capture for up to 30 days.
Fill in the card and address details and click Charge.
One-Off - Direct Debit
Firstly select the MID, type of transaction, one-off payment, and Direct Debit.
The next step is to select the relevant customer.
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You can only use the this Direct Debit feature to charge customers you already have a mandate with. If this is not the case, you can set one up by selecting the “New Direct Debit Customer” option. |
Setting up a new Direct Debit Customer |
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When you click on New Direct Debit Customer, you have two options:
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Enter in the amount you wish to charge the customer. Next, enter a transaction reference noted on the customer's email receipt and Direct Debit transaction history in Blink. You will receive a monthly overview of your Direct Debits from GoCardless.
Customer Notifications via GoCardless |
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Once you have set up a Direct Debit Schedule, your customer will be notified of the subscription by GoCardless. They will also inform the customer at least three working days before payments get taken and whether the Direct Debit was successful or unsuccessful. |
You can now select the date you want to Take payment. You have the choice between, as soon as possible (receiving the funds in 5/6 working days) or taking payment on a specific date.
Please note, this is the date the payment will be actioned. The actual funds will not be transferred on this day.
Select the mandate and click on Charge.
  Repeat - Fixed ScheduleYou can choose between taking a card payment within the fixed schedule payment type or setting up a direct debit. | .png?version=2&modificationDate=1650967737914&cacheVersion=1&api=v2&width=108) .png?version=2&modificationDate=1650967737914&cacheVersion=1&api=v2&width=102) Fixed Schedule - Direct Debit Firstly select the MID, the type of transaction, Fixed Schedule and Direct Debit. The next step is to select the relevant customer. |
  Fixed Schedule - Card Payment Firstly select the MID, type of transaction, Fixed Schedule and Card Payment. Next, enter the customer's full name, email and a transaction reference, if applicable - which will be noted on the email receipt and transaction history. Enter the amount (per payment) — a minimum of £1. (If the necessary settings are activated, the currency can also be selected here). |   Repeat Payment - Card Payment Select the start date. The calendar only gives the option to start from the following day, so to take the first payment of the schedule instantly, leave the field empty. Select the frequency of each payment and the length of the Repeat Payment schedule. Fill in the card and address details and click Charge. |
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You can only use the Direct Debit feature to charge customers you already have a mandate with. If this is not the case, you can set one up by selecting the “New Direct Debit Customer” option. |
Setting up a new Direct Debit Customer | When you click on New Direct Debit Customer, you have two options:
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Enter in the amount you wish to charge the customer. Next, enter a transaction reference noted on the customer's email receipt and Direct Debit transaction history in Blink. You will receive a monthly overview of your Direct Debits from GoCardless.
Customer Notifications via GoCardless | Once you have set up a Direct Debit Schedule, your customer will be notified of the subscription by GoCardless. They will also inform the customer at least three working days before payments get taken and whether the Direct Debit was successful or unsuccessful. |
Repeat - Variable Schedule |
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Variable schedule payments are only available on card payments.
Repeat - Variable Schedule - Card Payment |
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Firstly select the MID, type of transaction, and one-off payment. Next, enter the customer's full name, email and a transaction reference, if applicable - which will be noted on the email receipt and transaction history.
Select the date and enter the amount for the first payment.
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.
If you have multiple currencies enabled on your account, you can select the currency you wish to process the transaction using the drop-down list by clicking on the currency symbol.
Select the plus icon to add additional payment(s) and repeat the steps. Fill in the card and address details and click Charge.
You will receive a transaction receipt, and the customer gets both a transaction receipt and an email describing the Repeat Payment that has been created.