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Take a Paymentpayment

Table of Contents

Overview

The Take a Payment payment section is a feature on our the Blink platform which allows you is your virtual terminal. Use it to manually process transactions by filling in your customer’s entering your customer's card details or charge by charging customers via through an existing Direct Debit mandate.

Navigation

You can find take payments by clicking the "Take a Payment payment" option under the Payments tab on the left-hand navigation bar (Payments → Take a Payment).

Taking a

PaymentFirst, select which MID you want to take the payment for. Select the type of transaction

payment

Start by selecting the MID and transaction type from the drop-down menu listing: Sale, Pre-Auth auth Card, Verify and Credit.

Info

  • Sale: immediate payment transaction.

  • Pre-Auth: enables you to confirm confirms that the customer has sufficient funds available. It should be noted that no No funds are taken or ring-fenced - ; you have 30 days to capture the amountpayment.

  • Verify: verifies confirms the authenticity of the a card. This can be used as an anti-fraud check.

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Credit - Making a payment

A Credit credit transaction is when you make a payment is made to the your customer , and not taken from themit.

This feature is not available by default

Please contact Support to enable this option for your account (see Refunds for more info)

Expand
titleDifference between Sale, Pre-auth, Verify and Delayed Capture

Payment

Type -

type: Sale

Once you have selected Sale as the type of transaction, you have the option of 3 Payments payment types:

  • One-Offoff

  • Repeat - : Variable Scheduleschedule

  • Repeat - : Fixed Scheduleschedule

Below, you will find an overview of the specifics of these types:

One-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 Start by selecting the MID, transaction type of transaction, one-off payment and the Card Payment method. Nextmethod, and amount. Then, enter the customer's full name, email, and a transaction reference , (if applicable any) - which this information will be noted included on the email receipt and in the transaction history.

If you have enabled multiple currencies enabled on your account, you can select the desired currency you wish to process the transaction using the from the drop-down list by clicking on the currency symbol.

Info

When you set setting up a merchant account with us, you are asked choose which currencies to use to process transactions in. You can request additional currencies to Additional currencies can be added upon request.

Enter in the amount you wish to charge the customer.

You can choose whether to take the immediate payment immediately or delay the capture for up to 30 days.

Fill in the card and address details and click Charge.

Expand
titleAddititional information on Delayed Capture

You can To 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

delayed capture early, go to the Blink card transactions page under Reporting, locate the transaction, and proceed with early capture. This allows you to charge partial amounts for more flexibility.

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 accept one-off Direct Debit feature to charge customers with whom you already have a mandate. If this is not the case, you can set one up by selecting the “New Direct Debit Customer” payments from customers with an existing mandate. To establish a new mandate, select the "New Direct Debit customer" option.

Setting up a new Direct Debit

Customer

customer

  • When you

click on

  • choose "New Direct Debit

Customer

  • customer", you

have

  • will be presented with two options:

  • Send an invite

Email -

  • email: This option invites your customer to set up a mandate with you.

  • Request a one-off payment and mandate

- will redirect

  • : This option redirects you to the "Request a

Payment

  • payment" page, where you can send your customer a payment link to take a payment and set up a Direct Debit mandate at the same time. Once your customer

has completed

  • completes the

PayLinks

  • payment

page

  • link, a payment

is actioned

  • will be processed, and a mandate will be created

that can be used moving forward

  • . The customer will receive confirmation from GoCardless.

Enter in the amount you wish to To charge the customer. Next, first, input the amount. Then, enter a transaction reference noted , which will appear on the customer's email receipt and in the Direct Debit transaction history in on Blink. You will receive a monthly overview of your Direct Debits from GoCardless.

Customer

Notifications

notifications via GoCardless

Once you have

set up

established a Direct Debit

Schedule

schedule, GoCardless will notify your customer

will be notified

of the subscription

by GoCardless

.

They will also inform the customer

Your customer will receive a notification at least three working days before payments

get

are taken, and will be informed whether the Direct Debit was successful or unsuccessful.

You can now select the date you want to take payment. You now have the choice between, option to choose between receiving funds as soon as possible (receiving the funds in within 5/6 working days) or taking a payment on a specific future date.

Please note that this is the payment date indicates when the payment will be actioned. The , not when the actual funds will not be transferred on this day.

Select the mandate and click on Charge.

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Repeat

Payment -

payment: Fixed

Schedule

schedule

You can choose between taking card payments on a fixed schedule or setting up a direct debit.

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Card

PaymentFirstly select

payment

First, choose the MID, transaction type

of transaction, Fixed Schedule and Card Payment. Next

, fixed schedule, and card payment. Then, enter the customer's full name, email, and

a

transaction reference

,

(if applicable

- which will

) to be noted on the email receipt and transaction history.

Now select

Choose 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

Info

You have the option to choose a different amount as initial payment amount. (This first amount is included in the number of

cycles.

payment sycles you choose later)

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)

amount per payment, starting from £1. Currency may also be selected if settings permit.

Finally, choose the total number of payments to be taken in this

Repeat Payment

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

charge.

You will receive a transaction receipt, and the customer gets both a transaction receipt and an email describing the

Repeat Payment

repeat payment that has been created.

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Direct Debit

Firstly select the MID, the type of transaction, Fixed Schedule and Direct Debit.

The next step is to select the relevant customer.

Info

You can only use this Direct Debit feature to charge customers with whom you already have a mandate. If this is not the case, you can set one up by selecting the “New Direct Debit

Customer”

customer” option.

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

take a payment. You have the choice between as soon as possible (receiving the funds in 5/6 working days) or taking a payment on a specific date.

Info

Please note that this is the date the payment will be actioned. The actual funds will not be transferred on this day.

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

customer, you have two options:

  • Send an invite

Email

  • 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

  • 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

  • link, 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

notifications via GoCardless

Once you have set up a Direct Debit

Schedule

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.

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Repeat

Payment -

payment: Variable

Schedule

schedule

Variable schedule payments are only available on card payments.

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Card Payment

This allows you 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

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.

Payment Type

-

: Credit

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This feature is not available by default (see Refunds for more info)
Please contact Support to enable this option for your account

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Select the transaction type dropdown and choose the Credit option at the bottom.

Next, enter the customer's full name, email and a reference for this payment.

There is an option to add a note here. This will be displayed on both the merchant and customer receipts.

If you have multiple currencies are enabled on your account, you can select the currency you wish to process the transaction by clicking on the currency symbol.

Enter the amount you wish to pay the customer.

Fill in the card and address details and click the Pay button.

You will be asked to confirm this payment.

Once the payment has been made, both the customer and the merchant will receive a receipt.

The account owner will receive a separate copy of the merchant receipt, which also contains the name of the user who made the payment.

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Video Tour

Take a Payment - HD- 9 May 2022.mp4