When you click on New Direct Debit Customer, you have two options:

• Send an invite Email - invites your customer to set up a mandate with you.

• Request a one-off payment and mandate - will redirect you to Request a Payment, where you can send your customer a payment link to take a payment and set up a Direct Debit mandate. Once your customer has completed the PayLinks payment page, a payment is actioned and a mandate will be created that can be used moving forward. The customer will receive confirmation from 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 - Fixed Schedule

You 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.

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.

When you click on New Direct Debit Customer, you have two options:

• Send an invite Email - invites your customer to set up a mandate with you.

• Request a one-off payment and mandate - will redirect you to Request a Payment, where you can send your customer a payment link to take a payment and set up a Direct Debit mandate. Once your customer has completed the PayLinks payment page, a payment is actioned and a mandate will be created that can be used moving forward. The customer will receive confirmation 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.

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.

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.