Navigation
To access your Direct Debit customers, navigate to Manage Direct Debits under Customer Center
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’. This depends on whether they have a live running mandate. You are also able to see the customer's name, email and the creation date for each customer on the table.
Create New
The create new button will allow you to create a One-off payment for the active customer or a new subscription.
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 which 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 then 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.
For creating a new subscription you will firstly have the option to enter the name of the subscription, then you are required to enter the amount of the subscription. The next field is specifying 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 select the continuation period, either a specific number of payments or until further notice, which will continue the payments 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 will have to be re-added in the future?
View:
The view page will bring up the full information for each customer, firstly giving an overview of the customers details, such as the Name, Email and Address, these can be edited from this page.
From this page you will also be able to view the 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 have the option to create new One-off payments and Subscriptions, following the same procedure as mentioned before.