Overview
...
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 customers
...
by navigating to the Manage Direct Debits section 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 either link your current GoCardless account or create a new one via the Transaction page. Additionally, you can set up a test account with GoCardless to try out the feature before 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
...
display
...
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 |
...
For a One-off payment this will bring up a box to enter the information needed for the payment. Firstly, the amount needs to be entered (which is required), then an option description which will be viewable after the payment has been completed. You will then have the option to choose whether the payment will be taken as soon as possible or on a specified date. Finally, you have to choose which mandate to take the payment using, if the customer only has one active then this will be the only option. After selecting ‘Create Payment’ this will process the payment and will be viewable in the reporting section of Blink.
For creating a new subscription you will firstly have the option to enter the name of the subscription, then you are required to enter the amount of the subscription. The next field is specifying the recurrence of the payment: Weekly, Monthly, Yearly or a custom period. Then select a starting date for the subscription, this can either be as soon as possible or a specific day. You will then need to select the continuation period, either a specific number of payments or until further notice, which will continue the payments until it is cancelled.
Delete Customer:
...
" button allows new customers to sign a mandate, enabling you to collect payments from them. | 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. |
...
On this page
...
, you can easily view the bank accounts and mandates of
...
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
...
one-off payments
...
or subscriptions. When you choose this option, you will be redirected to the Take a payment page with the direct debit option pre-selected.