Take a Payment
| Table of Contents |
|---|
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 a Payment under the Payments tab on the left-hand navigation bar (Payments → Take A 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.
| Info |
|---|
|
| Expand | ||
|---|---|---|
| ||
.png?version=1&modificationDate=1658912176036&cacheVersion=1&api=v2) |
Payment Type - SALE
Once you have selected Sale as 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 |
|---|
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.
| Info |
|---|
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.
| Expand | ||
|---|---|---|
| ||
You can capture your Delayed Capture, early by navigating to the Online Card Transactions page under the Reporting section and locating the specific transaction. With an early capture, you have the flexibility to charge your customer with a partial amount. |
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.
| Info |
|---|
You can only use 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 |
|---|
When you click on New Direct Debit Customer, you have two options:
|
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. |
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 Payment - Fixed ScheduleYou can choose between taking card payments on a fixed schedule or setting up a direct debit. | ||||
 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. Now select the start date. A different amount can be chosen for the initial payment on the start date. (This will replace the Amount (Per Payment) for that payment, and is included in the number of cycles.) Select the frequency of each payment, and then enter the Amount (Per Payment) — a minimum of £1. (If the necessary settings are activated, the currency can also be selected here). Finally, choose the total number of payments to be taken in this Repeat Payment schedule, and if desired, select a different date and amount for the final payment. (This will replace the date and amount of the final scheduled payment, so the date must be after the penultimate scheduled payment date. It will be included in the number of cycles.) 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. | ||||
.png?version=2&modificationDate=1650967737914&cacheVersion=1&api=v2&width=102) Direct Debit Firstly select the MID, the type of transaction, Fixed Schedule and Direct Debit. The next step is to select the relevant customer.
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 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.
Choose whether you want to charge a specific number of payments or until further notice. Don’t forget to select the mandate before you click on Charge. You will receive a monthly overview of your Direct Debits from GoCardless. | ||||
Setting up a new Direct Debit customer | ||||
|---|---|---|---|---|
When you click on New Direct Debit Customer, you have two options:
|
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 Payment - Variable ScheduleVariable schedule payments are only available on card payments. |
|---|
 Card Payment This gives you the ability to set up a payment schedule from a previous customer that contains multiple different payment amounts on any chosen dates. 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. 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. 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. |