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BE Paid | Active Recurring Payments
BE Paid | Active Recurring Payments

Keep an eye on your direct debits and recurring card payments with Blossom's Active Recurring Payments report

Abbie avatar
Written by Abbie
Updated over 6 months ago

BE Paid: Active Recurring Payments

The active recurring payments report provides a list of all active direct debits and/or recurring card payments that have been set up. It also highlights direct debits and recurring payments that are not active.

How to locate the active recurring payments report?

  • Finance > Financial reports > Active recurring payments

Once you have accessed the page, you can filter by room, status (Active or nonactive), and method (Recurring card payment or direct debit).

The recurring payment report will then display accordingly. It will list the following information.

  • Child Name

  • Child reference code

  • Balance

  • Status

  • Payment Method

  • Setup type*

  • The account holder

  • The next run date

  • Estimated completion date*

Why is the complete date just an estimate?

  • This is because the BACS direct debit run usually takes 3 business days to complete. Although, the initial run of a new mandate takes around 6 business days. However, recurring card payments are typically processed and completed immediately.

What does added to Blossom manually mean under the setup type?

  • This means that there is an active payment method set up. This could represent a payment type set up through the app or it can be added to Blossom manually.

How to add a setup type to Blossom manually?

  • Child > Finance > Contact and Bank Details > Bacs details > Click edit > Turn the toggle on for Active BACS mandate > Fill in all information > Save > This will then reflect onto the report.

Are you able to export the active recurring payments list?

Yes, absolutely. This can be completed by following the steps below.

  • Active recurring payments > Click the three dots > Export > Select a manager or administrator > Export.

The report will then be delivered to the email of the selected manager or administrator.

Please note: You can also view this report at head office view.

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