Overview
The Manage repeat payments page can be found under the Customer centre section in the Navigation bar.
All the schedules you have created are displayed on the “Manage repeat payments” page.
Each repeat payment can be selected and viewed in detail, providing an in-depth overview of its payments.
Please note: If you have already used the Repeat payment feature on the Blink platform, there will be 2 tabs displayed on the “Manage repeat payments” page.
The page will initially open the tab named “New”, which will contain any new schedules that are created.
There will also be a tab named “Legacy”. This will display the data for existing repeat payment schedules.
Viewing schedules
The main table on the “Manage repeat payments” page lists all your created repeat payment schedules.
It also displays data such as the date and time of its creation, the customer's name, email, card, reference, frequency, next payment date and total amounts of the processed payments.
Possible schedule statuses are as follows:
Pending – This schedule has not yet started
Active – This schedule has processed the first payment, and is currently running
Completed – This schedule has finished processing all its payments. No further payments will be processed
Cancelled – This schedule has been cancelled. No further payments will be processed
Filters
To find a specific repeat payment schedule, you can filter the table using variables such as creation date, customer name, customer email and reference.
Specific schedule information
You can view more information about a particular repeat payment schedule by selecting the "View details" button.
This will open a modal that displays an overview of the schedule, along with a list of all processed and scheduled payments and their respective statuses.
The top section provides an overview of the selected schedule, including:
Customer name
Customer email
Reference
Card
Remaining instalments
Frequency
Recurring amount
Created date
Source
There are 3 methods of creating a repeat payment schedule.
The “source” will show which of these methods were used.
VT – This is when the schedule was created on “Take a payment” page via our Virtual terminal.
If selected, it will open the “Take a payment” page with the MID already selected to the blink page that was used to create the schedule.
API – This is when the schedule was created via Blinks API.
If selected, it will open the blink page that was used to create the schedule
Repeat button - This is when the schedule was created via the “repeat” button on an existing transaction.
If selected, it will open the blink page that was used to create the schedule
The “Confirmation email” button contains a copy of the original email sent to the customer/merchant when the schedule was created.
It can be resent to the customer's email.
Next to the schedule “Status” in the top right are 2 action buttons for the schedule.
Cancel – This will stop the schedule and cancel any payments that have not yet been processed.
This does not affect payments that have already been processed.
Edit – This allows you to update/edit the schedule data, such as the customer name, email and schedule reference.
You can also update the stored card that is used for the payments
Please note: All changes made here will update future payments. Any payments that have already been processed will not be updated.
If these buttons are used, a new “schedule history” button will appear, which stores the original information.
When selected, it will display a modal detailing any changes made and the user who actioned them.
Cancelling a schedule
Select the “Cancel” button in the top right corner and confirm the choice.
The schedule will be updated to a status of “Cancelled”, along with any of the payments that had not been processed yet.
No payments will be processed from this schedule anymore
The “Schedule history” modal information will be updated with this action.
The customer will receive an email notifying them that the schedule has been cancelled and no additional payments will be taken.
If the schedule was created via API, a notification will be sent to the webhook URL specified in the schedule creation.
Editing a schedule
Select the “Edit” button in the top right corner
Choose the desired field to edit and enter the new value.
Possible fields to edit are:
Customer name
Customer email
Reference
Recurring amount – This is only available for Fixed schedules.
Card (see below)
Select “Save changes”
The new details will be displayed immediately, and a record of these changes will be stored in the “Schedule history” modal
The customer will receive an email notifying them of these changes
If the schedule was created via API, a notification will be sent to the webhook URL specified in the schedule creation.
Update/add a new card
In some scenarios, the customers card may have been stolen or lost, or is otherwise no longer valid or available for use.
In such cases:
Select the “Edit button” in the top right corner
Next, select the “Change” button next to the Card value
Now enter the new card details and confirm by clicking the “Add new card” button
A new Pre-Auth transaction will be processed with a reference of “Card updated”.
This transaction will display immediately in the Recent blink transactions page, and on the Blink card transactions page within 15mins.
The new details will be displayed immediately, and a record of these changes will be stored in the “Schedule history” modal
The customer will receive an email notifying them of this update
If the schedule was created via API, a notification will be sent to the webhook URL specified in the schedule creation.
Viewing transactions
When “View details” is selected for a specific repeat payment schedule, a list of the payments is displayed.
If there are more than 10 payments scheduled, it will display them on pages of 10.
Please note: If a fixed schedule is created with unlimited installments, only 15 payments will be created and displayed initially. Each time a payment is processed, a new “pending” payment will be added to the schedule.
This list will show both processed and future pending payments.
Pending payments - These will be listed here with their scheduled dates, along with an “Edit” and “Remove” button.
Successful processed payments - These will have a “Cancel” or “Refund” button.
(“Cancel” and “Refund” will both action a refund. They are just named differently due to the stage at which the payment is refunded)
Declined processed payments - These will have a “Retry” button.
Removed/Cancelled payments - These payments cannot have any further actions performed on them
Pending payments that did not run on their scheduled day – These will have a “Run now” button
Possible payment statuses:
Pending – This payment has not yet been processed
Captured – This payment was processed successfully today
Accepted – This payment was processed successfully. The acquirer has accepted the payment and will settle the funds in due time.
Declined – This payment was processed but failed
Refunded – This payment was processed successfully and then refunded
Cancelled – The entire schedule was cancelled
Removed – This specific payment was removed
Additional information on transactions
The “Download CSV” button will export a file containing a list of the payments within this schedule.
This contains an overview of all the payments in this schedule and contains both the processed payments and the scheduled pending payments, with some differences in what data they may show for each.
Field | “Pending” payments | “Processed” payments |
Date/time | Scheduled date/time | Actual processed time of the transaction |
Customer name | Customer name | |
Customer email | Customer email | |
Reference | Contains both the "schedule" and "payment" references, e.g. “Invoice 123 – Payment 2” | |
Amount | Amount | |
Card ending | Last four digits | |
Status | always “Pending” | This will display the status of the attempt (e.g. "Captured", "Declined") |
Auth code | N/A | All successful payments will have a value here. |
Transaction ID | N/A | All processed payments (successful or declined) will have a transaction ID |
To view more detailed information on the processed payments themselves, select the “View in transaction history” button.
This will redirect to the Blink card transactions page, where the page will be filtered to display all the payments that have been attempted from this schedule, including declined payments and retries.
Each payment can then be viewed in detail by expanding the line, and if desired, a CSV can be downloaded from that page.
Adding a new payment
Select the “Add payment” button
Choose a date, reference and amount for this payment
Select “Add payment”
The payment will be displayed in the list immediately
If the payment date is today, it will be processed immediately.
If the payment fails, the decline reason will be displayed
The customer will receive an email notifying them of this new payment
If the date was today and the payment was successful, they will receive a receipt for the payment too
If the payment failed, both the customer and merchant will receive a “Payment failed” email
If the schedule was created via API, a notification will be sent to the webhook URL specified in the schedule creation.
Editing a payment
Payments that have not yet been processed can be edited.
Select the “Edit” button on a specific payment
Choose which values to edit: “Date”, “Reference” or “Amount”
Select “Add payment”
The payment will be displayed in the list immediately
If the payment date is today, it will be processed immediately.
If the payment fails, the decline reason will be displayed
The customer will receive an email notifying them of the changes made to the schedule
If the date was today and the payment was successful, they will receive a receipt for the payment too
If the payment failed, both the customer and merchant will receive a “Payment failed” email
If the schedule was created via API, a notification will be sent to the webhook URL specified in the schedule creation.
An “Edited” tag will appear on this payment.
When selected, it will display the changes made this payment
Removing a payment
Payments that have not yet been processed can be removed from the schedule.
Select the “Remove” button on a specific payment and confirm the choice
The payment will be updated in the list immediately to a status of “Removed”
The customer will receive an email notifying them that this payment was removed
If the schedule was created via API, a notification will be sent to the webhook URL specified in the schedule creation.
This action is also recorded in the “Edited” tag.
Retrying a failed payment
When a payment is processed but fails, it will have a “Retry” button displayed next to it.
There will also be an icon detailing how many attempts have been made. When selected, it will give a brief overview of when the attempts were actioned.
To retry a payment, select the “Retry” button and confirm the choice.
If the retry is successful, the payment will update to “captured” and the merchant and customer will receive a receipt.
If the retry fails again, the reason for the decline will be displayed, and a notification email will be sent to the customer and merchant.
Please note: Payments can decline for various reasons.
Retrying a payment does not guarantee a successful outcome, so only use this feature if the decline reason suggests that another attempt may be successful (e.g. “Retry in 8hrs” or “insufficient funds”).
To check the decline reason for a processed payment, click the “View in transaction history” button, expand the relevant transaction, and review the "“Response message"” field.
If the card is no longer valid or needs replacing, you can add a new card and then retry the payment.
