Create a schedule – Request a payment page
- Nosson Berkovits
Analytics
This guide will lead you through the simple process to create repeat payment schedules via payment links.
When creating a payment link for a repeat payment schedule, the schedule only gets created once the customer completes the payment form on the link.
The payment link itself can be viewed at any time on the Requested payments page.
Creating a repeat payment schedule for a payment link
Navigate to “Request a payment” page.
(Select “Request a payment” on the dashboard, or from the top left navigation bar)Select the desired MID and transaction type of “Repeat payment”
Next, enter the customer's full name, an email/mobile number that the payment link will be sent to, and a reference that will be noted on the email receipt and transaction history.
Now choose a schedule type, Fixed or Variable, and enter the schedule details (amount, frequency, number of instalments)
Repeat payment schedules created on a payment link always have expiry dates set.
By default, the payment link will expire at midnight on the first payment date (the start date), but it can be changed to an earlier date.
Finally, generate or send the payment link
The payment link will be displayed on Requested payments page with the schedule details.
When the customer enters their card details and processes this payment link, a repeat payment schedule will be created and displayed on Manage repeat payments page.
Fixed schedule
This gives you the ability to set up a payment schedule for a recurring amount on a set frequency.
The number of cycles can be customised.
First choose the start date.
Start dates:
When a repeat payment schedule is created for a payment link, the expiry date is set to the first payment date by default, although it can be changed to an earlier date if desired.
The customer will be able to access the payment link and enter their card details until midnight on the selected expiry date, after which the payment link will expire.
You have the option to choose a different amount for the initial payment.
This first payment is included in the number of payment cycles you choose later
Select the frequency of payment and enter the amount per payment, starting from £1.
The currency may also be selected here, if settings permit.
Finally, choose the total number of payments to be taken in this Repeat payment schedule.
If a limited number of instalments is selected, you can customise a different date and amount for the final payment. (It will be included in the number of cycles)
This will replace the date and amount of the final scheduled payment, so the new date must be after the second last scheduled payment date.
Confirm when the payment link will expire, and add a reminder if desired
Finally, generate or send the payment link
Variable schedule
The currency may be selected here, if settings permit.
Select the date and enter the amount for the first payment.
Select the plus icon to add additional payment(s) and repeat the steps.
Please note: The date for each instalment must be after the previous instalment date
Confirm when the payment link will expire, and add a reminder if desired
Finally, generate or send the payment link
First payment and Receipts
Depending when the customer enters their card details, Blink will either just create the schedule or also process the first payment
If the customer enters their card details and creates the schedule on the start date
The first payment will be processed immediately, and both the merchant and the customer will receive a confirmation email describing the repeat payment schedule that has been created, and a transaction receipt too for the first payment.
If the customer enters their card details and creates the schedule before the start date
The schedule will be created (it will have a “pending” status as no payments have been processed yet), and both the merchant and the customer will receive a confirmation email describing the repeat payment schedule that has been created.
No transaction receipts will be sent until the first payment is processed on the start date.