Process a Batch Payment
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Overview
Batch Payments gives the ability payments allow you to process multiple card payments simultaneously by uploading a CSV file.
This guide will run through setting up the batch template, taking the payments and the reporting methods used.
You can find the guide to Batch requests here.
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You can process batches in different currencies; the chosen currency applies to the whole batch. |
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We have added multiple layers of checks and security to our batch payment feature to ensure that it is fast, secure and accurate. Due to these security checks, the card must have been used processed previously on Blink to generate the secure key needed (Blink Unique Reference unique reference (BUR)) - . You can initiate a verify transaction can be done on the virtual terminal or by sending a payment link to obtain this without charging the customer. |
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It should be noted that this feature is not available by default and must be enabled before use; please get in touch with the Blink Support Team to add this feature. |
Navigation
Once activated on your account, youNavigation
You can find Batch Payments payments under the Payments tab on the left-hand navigation bar (Payments → Process A Batch Paymenta batch payment).
How does it work?
Within the Batch Payment payment section, you will be able to can upload new Batches batches and view your Batch Historybatch history.
Batch Upload
Select your Merchant ID from the drop-down list.
You can download a CSV template file using by clicking the 'Download .csv Template' button. A template will download consisting of The template contains five columns - , Name, Email, Blink Unique Reference, New Amount and New Ref.
amount, and New ref.
Select the currency you want to charge the batch in.
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Multiple currenciesIt is possible to process batches in different currencies, but the chosen currency applies to the entire batch. Blink facilitates the possibility of accepting payments in multiple currencies. When you set up a merchant account with us, you will be asked in which currencies you would like to process transactions. You can request additional currencies with Support. |
Filling in the template
The Blink Unique Referenceunique reference (BUR) is a unique and secure token that Blink creates created for every transaction used to enable abilities such as each transaction, enabling refund, re-run, and Batch Paymentspayments.
Finding the Blink Unique Reference
You can find this There are different methods available to find a customer's BUR using one . You can use any of the below following methods:
Export a report
We recommend using the export CSV function on Reports to export a report that will contain all the exporting a CSV report from the Blink card transaction page to easily gather all necessary information (name, email, BUR) needed to populate the template.
On Columns needed on the exported report, the columns needed are Customer Email (Column : Customer email (column D), Customer Name name (Column column E), & and Blink Unique Reference unique reference (Column column S).
Once this is added, you can add the new amount to be charged and the new reference for the transaction.
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Report example |
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Transaction details |
Manually from Transaction History
Another method is to obtain this information manually via the Transaction History page by clicking on the drop-down of a specific transaction.This can then be copied into the template You can retrieve the BUR from a specific transaction by clicking the dropdown menu on the Recent or Blink card transaction pages and copying the information over alongside the name and email of your customer.
Once this is added, you can add the new amount to be charged and the new reference for the transaction.
Using your own CRM/systems
If you have your own CRM or another any other system, you can export a report with containing the name, email, amount, and reference data (of course, this depends on what depending on the type of information you are storing). The BUR can be obtained You can obtain the BUR by using either any of the methods mentioned above.
Upload
Your template is now ready to upload - if you wish, you can save it with a relevant name (e.g. Jan '22 25 Batch).
Select 'Choose file' and choose your filled-out template on the Batch Payments payments page, then press 'upload file'.
.png?version=2&modificationDate=1650292363137&cacheVersion=1&api=v2&width=34){kind=small} Reviewing your upload |
Once After uploading the file is uploaded, Blink will display a batch summary showing how many transactions are summary of the batch which includes the number of transactions to be processed and , as well as the name, email, amount, and reference for each.
It also shows you how/if any issues have been identified and highlight You can easily spot any identified issues as the relevant row will be highlighted.
If you hover over a highlighted row, it will show more information on the identified issue is displayed. You are can still able to process the batch despite these warnings.
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Please note that you cannot use the payment details (BUR) of payment taken on from a MID that does is not belong to associated with your Blink account. |
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Explanation of the Warning Messages
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Should If you identify notice an issue with the batch details that you wish to change or edit the batch detailsrectify, you can make the change on necessary changes to the original uploaded file and then use . After that, you can re-upload the corrected file for processing using the 'Choose file' and 'Re-Upload Fileupload file' buttons re-upload the corrected file to be processed.
The re-upload process takes approximately one minute, and the page will refresh once it is completeupon completion.
Should you leave the page at any point after upload, you can return to the stage you left off by going to the Batch History history page, finding the batch name (the name you gave to the file uploaded), and selecting 'Preview & Charge'.
You can also cancel the batch from here.
.png?version=1&modificationDate=1650292275168&cacheVersion=1&api=v2&width=34){kind=small} Charging the batch |
Once the batch has been reviewed and ready to be processed, select 'Charge'. Once you confirm this, Blink will process the batch, and the status will be 'pending - queued'.
This process usually takes a couple of few minutes, and Blink will refresh periodically and display an update.
You can leave the page and continue using the other Blink areas during this timewhile your job processes. You can check the progress via the Batch History page, where the status will be 'pending - queued'.
Once completeAfter completion, the Batch history status on Batch History will change to finished, and you will be able to access the full status report.
Batch Status Report |
Once After the batch is completecompleted, the status report will show a line by line of each transaction with a statusdisplay the transaction status for each line.
At the bottom of the page, there is a quick summary shows an overview of summary that displays the number of successful or and declined transactions.
There is also an 'Export Report' button, which allows you to download a detailed report. This report serves as a merchant receipt for Batch Payments and contains all the information (and more) that would appear on your regular Blink merchant receipt.
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Batch Transaction Statuses
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The customer will receive the regular receipt as usual.