Page Comparison

Overview

This feature allows you to View all the Direct Debit transactions, made via your Blink page, as well as the Take a payment and Request a payments (via payment links) features in detail. If you haven't already, you can create a GoCardless account ( or connect your existing one ), giving you the ability to manage your direct debit payments within Blink, alongside along with all your other payments.

You can add new customers, create subscriptions or take one-off payments, and manage your customer’s payments and mandates all in one place. We also offer the ability to integrate into a test GoCardless account, so you can try out the Direct Debit features and the functionality without using any real funds.

Creating/Connecting your GoCardless Account

Navigate to the Direct Debits area by selecting the icon on the dashboard or using

Navigation

To view your Direct Debit transaction history, select Direct Debits under Reporting in the left-hand navigation bar (Payments>Direct Debits).You will now be asked to select from a Live or Test account and log in to your existing .

Managing your Direct Debits

Once a GoCardless account has been connected, the landing page is replaced with two tabs, Customers and Payments.

Customers

This page displays all the customers you have had a Direct Debit agreement with.

You can view each customer and their payment history with you or create a new customer. Mandates, one-off payments and subscriptions can all be created and managed on this page.

Viewing

All your customers are listed here with their essential contact information, date created, status and various action buttons.

Each customer can be selected and expanded to display further information on the customer (including address and bank account), the mandates that you have (and had) with them, and any payments or subscriptions that you have taken or have scheduled.

Address/Bank accounts

The customer’s bank account and address are shown here. The merchant can select the “Edit” button and update the customer's name, email and address, or attach custom metadata to this customer.

Mandates

Each mandate is shown with its reference, date initiated, the last payment taken using this mandate (this shows the actual date of the payment, not the date it was initialised), and it's status. You can edit the mandate to attach custom metadata.

Subscriptions

Each subscription is shown with its name, date created, date of the first and last payments, the amount and frequency it is collected, and its status. It can be expanded to show all payments that have been taken or submitted (including pending_submission status).

One-off payments

Each payment is shown with its reference, amount, status and date that it was initiated.

Adding new customer

Click on the button “Add Customer” at the top left of the page and enter the customer's email. The customer will now receive an email from GoCardless to set up a mandate agreement with you. When the customer has completed the form, GoCardless will notify the Merchant by email, and the customer will appear in their “Customers” list.

Creating a mandate

If a customer is “Inactive”, they do not have a working mandate with the Merchant. A mandate can be created by 2 methods, Reinstating an Inactive mandate, or creating a new one.

• Reinstating an Inactive mandate - Select an “Inactive” customer, and then the “Reinstate” button next to the customer's “Inactive” mandate. This will resubmit the previous mandate.
  A mandate can only be reinstated if cancelled through Blink or the GoCardless dashboard. Any mandate that the bank has cancelled cannot be reinstated. A mandate can be resubmitted up to 10 times.

• Creating a new mandate - Locate an “Inactive” customer, and select the “Create mandate” button. This will prompt you (the merchant) to choose the customer's bank account and then submit a mandate request for that bank.

Creating and managing a subscription

Locate an “active” customer, select the “Create new” button and then “Subscription”.

This will open an iframe where the merchant can input the name and amount for this subscription and decide its schedule. The start date can be chosen, along with the frequency and length.

The merchant then selects the mandate that this subscription will be created on and creates the subscription.

A subscription will have “Edit” and “Cancel” buttons.

• Edit - This opens an iframe where you can change the name and amount of the subscription. (Please note any changes to the amount will only occur for the next scheduled payments. Any payment that has already been submitted (i.e. has at least a status of pending_submission - the first stage) will use the original amount that it had)

• Cancel - This will cancel the subscription and any future scheduled payments. Any payment that has already been submitted will not be cancelled. (To cancel those payments, see “Creating a one-off payment” below)

Creating a one-off payment

Locate an “Active” customer, select the “Create new” button and then “One-off payment”.

This will open an iframe where the merchant can input the amount and description for this payment, and select the date for the payment to be initialised. (Please note, this is the date the payment will be actioned. The actual funds will not be transferred on this day)

Any payment that is still in the “pending_submission” stage can be cancelled using the “cancel” button.

Delete customer

Locate a customer and select the “Delete Customer” button.

This will remove the customer from the merchants list. Only “Inactive” customers (with no active mandates) can be deleted. (Please note, any payments that have already been submitted will not be cancelled. They can only be cancelled using the “Cancel” button in the “One-off payments” section under a customer, so if this customer is deleted then there will be no option to cancel the payment. This payment will still show up in the “Payments” tab)

Payments

This page displays all payments that you have taken or have pending.

Each payment is shown with the Customers name and email, reference, amount, requested date, completed date and status.

Possible options for statuses are

Pending

Transaction history: Direct Debits

The Direct Debit Transaction History page displays all the Direct Debit transactions that you have processed. For each transaction, you can see the following:

Unsuccessful

Receipts

All emails and receipts are handled by GoCardless.

Logging out/Connecting a new GoCardless account

Select the profile icon in top right hand corner of the portal, and then “My Connected apps”. If a GoCardless account has been linked to Blink, a “Disconnect My GoCardless Account” button will be displayed there. (Please note, only the Lead Admin will see this button)