Overview
The
Manage Direct Debit
| Table of Contents |
|---|
Overview
On the Manage Direct Debit page
, you
can view and manage your
current Direct Debit customers.
Additionally, you have the option to add new customers, delete
existing ones, make a new subscription payment, and create new one-off payments for
your current customers. By clicking on a customer, you can access all the relevant information related to that specific customer
, allowing you to manage their mandates and individual payments.
Navigation
Access your Direct Debit
| Table of Contents |
|---|
Navigation
Navigate to customers by navigating to the Manage Direct Debits under Customer Centre to access your Direct Debit customers.
GoCardless Set Up
To be able to use Direct Debit within Blink you need to connectsection on the Blink dashboard and the left-hand sidebar under Customer Center.
| Tip |
|---|
GoCardless set upIn order to utilise Direct Debit in Blink, you must link a GoCardless account. You can connect either link your existing current GoCardless account or create a new account through one via the Transaction page. You Additionally, you can set up a test account with GoCardless to try out the feature out as wellbefore going live. |
How does it work?
Each active and inactive customer that has been added can be viewed in the table. The status heading will either display ‘Active’ or ‘Inactive’their status. This depends on whether they have a live-running mandate. You can also see the customer's name, email and the creation date for each customer on the table.
Add |
new | Delete customer | View |
The "Add |
new" button allows new customers to sign a mandate, |
enabling you |
to |
collect payments from them. |
Delete Customer
By selecting ‘Delete Customer,’After selecting 'Delete customer', you will have |
to confirm |
the deletion. If you proceed, the customer will be permanently removed from the system and will have to be re-added in the future |
. | The view page |
displays an overview of |
customer |
details, |
including Name, Email, and Address |
, which can be edited from the view page. |
From On this page, you will also be able to can easily view the bank accounts and mandates of a particular customer, and once the field is expanded, you can edit and cancel active mandates. You also any customer. If you need to make changes to any active mandates, simply expand the field and edit or cancel them as needed.
Additionally, you have the option to create new Oneone-off payments and Subscriptions, where or subscriptions. When you choose this option, you will be redirected to the Take A Payment a payment page , with the direct debit option chosen.pre-selected.