Repeat Payments - Condensed Version

Owned by Amy Green
Last updated: 10 October 2023
5 min read

Overview

We are excited to share a comprehensive guide on creating repeat payments using Blink.

With three convenient locations to set up repeat payments, managing your transactions has never been easier.

Repeat payments (RP) allow you to schedule future payments, to be taken from a customer’s debit or credit card.

Type

Definition

Example

Fixed

A set amount is taken at a set frequency for X amount of cycles

£10.00 is taken on the 15th of every month, for 12 months

Variable

Different amounts are scheduled for manually selected dates

£10.00 on the 1st of March; £40 on the 15th of April; £100 on the 31st of December

Contents

Overview

RP via Take a Payment

RP via Recent or Blink Card Transactions

Managing Repeat Payments

Reporting on Repeat Payments

 

Let's dive into the details!

Creating a Repeat Payment

You can set up repeat payments in three locations on Blink:

  1. Take a Payment

  2. Recent Blink Transactions

  3. Blink Card Transactions

Repeat Payment via Take a Payment

The Take a Payment page allows you to manually process transactions by filling in your customer’s card details.

You can find it under the Payments tab on the left-hand navigation bar (Payments → Take a Payment).

Fixed Schedule

  1. Select the MID, transaction type, fixed schedule and card payment

  2. Enter the customer’s full name, email and transaction reference (if applicable), this will be noted on the email receipt and transaction history

  3. Select the start date - a different amount can be chosen for the initial payment on the start date i.e. charge £40 today, then 12 monthly payments of £10

  4. Select the frequency of each payment and then enter the amount (per payment) - a minimum of £1

  5. Choose the total number of payments to be taken

  6. If desired, select a different date and amount for the final payment

  7. Fill in the card and address details and click Charge.

Receipts

Yourself and the customer will receive a transaction receipt and an email describing the Repeat Payment that has been created.

 

 

Variable Schedule

Variable schedule payments are only available on card payments.

Card Payment

  1. Firstly select the MID, type of transaction, and one-off payment.

  2. Next, enter the customer's full name, email and transaction reference (if applicable), which will be noted on the email receipt and transaction history.

  3. Now select the date and amount for the first payment.

  4. Select the plus icon to add additional payment(s) and repeat the steps.

  5. Fill in the card and address details and click Charge.

 

Receipt

You and the customer will receive a transaction receipt and an email describing the Repeat Payment that has been created.

Notes

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.

Taking a Repeat Payment via Recent or Blink Card Transactions

Navigation

  1. Head to the Reporting tab on the left-hand Navigation Bar (Reporting→ Recent Transaction and Blink Card Transactions pages)

Reporting on Repeat Payments

Recent Transactions Page

You can view any transactions taken on Blink, the same day

Blink Card Transactions Page

You can view the entire history of all transactions you have taken through Blink, or via an integration

  1. Navigate to either page and locate the transaction

from the customer you want to use to set up the Repeat Payment. Please note that the repeat button only exists for successful transactions.

  1. Click on the Action button and select the Repeat option

 

  1. This will open a pop-up window. Enter your

Repeat Payment Reference and choose between Fixed Schedule and Variable Schedule.

 

Fixed Schedule Steps

  1. Select the MID, transaction type, fixed schedule and card payment

  2. Enter the customer’s full name, email and transaction reference (if applicable), this will be noted on the email receipt and transaction history

  3. Select the start date - a different amount can be chosen for the initial payment on the start date i.e. charge £40 today, then 12 monthly payments of £10

  4. Select the frequency of each payment and then enter the amount (per payment) - a minimum of £1

  5. Choose the total number of payments to be taken

  6. If desired, select a different date and amount for the final payment

  7. Fill in the card and address details and click Charge.

Variable Schedule Steps

  1. Firstly select the MID, type of transaction, and one-off payment.

  2. Next, enter the customer's full name, email and transaction reference (if applicable), which will be noted on the email receipt and transaction history.

  3. Now select the date and amount for the first payment.

  4. Select the plus icon to add additional payment(s) and repeat the steps.

  5. Fill in the card and address details and click Charge.

 

Manage your Repeat Payments

Easily manage all your Repeat Payments by navigating to "Manage Repeat Payments" under the Customer Centre.

From here, you can send your customer a Receipt, Confirmation Email or Cancel the Repeat Payment.

If a payment fails, the system will automatically reattempt it the following day, with up to five total attempts.

After five failed payments, the Repeat Payment schedule is aborted, but previous successful payments remain unaffected.

The Manage Repeat Payments page may take up to an hour to update.

Reporting on your Repeat Payments

You can report on your Repeat Payments within the Reporting section of the platform. You will be able to find the transactions on the Summary and Online Transactions pages. Once the card payments have been funded, you can find the transactions on the All Card Transactions and Bank Reconciliation pages.