Manage Direct Debits
- Yash Aryan (Unlicensed)
- Sara Jacobs
- Isaac Kenchington
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Manage Direct Debit
- 1 Overview
- 2 Navigation
- 3 How does it work?
- 3.1 Add new
- 3.2 Delete customer
- 3.3 View
- 4 Video tutorial
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.
GoCardless set up
In 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" 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.
Video tutorial
