Overview
The
Manage Direct Debit
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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
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Navigation
Navigate to customers by navigating to the Manage Direct Debits section on the Blink dashboard and the left-hand sidebar under Customer Center to access your Direct Debit customers.
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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 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.
Create NewAdd 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 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, 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.
New subscription
For creating a new subscription, you will first have the option to enter the name of the subscription; then, you are required to enter the amount of the subscription. The following field specifies 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 choose the continuation period, either a particular number of payments or until further notice, which will continue until it is cancelled.
Delete Customer
By selecting ‘Delete Customer,’ you will have the option to confirm that you wish to delete the customer; after the customer has been deleted, they" 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. |
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. Similarly to the overview page, you will 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, following the same procedure as mentioned before. or subscriptions. When you choose this option, you will be redirected to the Take a payment page with the direct debit option pre-selected.