The payment guest journey for Recurring Payments

The payment guest journey for Recurring Payments is the step-by-step process a guest completes to add a secure payment method that is used for automated recurring charges. You send the guest a payment link as part of setting up a recurring plan in Mews Operations. The guest then follows the link to either collect a mandate for later use or pay a specific amount during the first step. Both journeys result in a stored payment method that supports recurring automation.

In this article you can learn about:

• Start the guest payment journey
• Collect a payment method - Collect mandate
• Collect a payment and store the method - Pay and mandate
• Confirm plan status

 

Start the guest payment journey

1. In Mews Operations,

1. • go to the main menu  > Profiles > Customer profiles, then click the name of the customer whose profile you want to modify, or
   • enter a customer’s name into the dashboard search bar, then click to go to their profile.

2. Click to select the Payments tab
3. Scroll to the Recurring section
4. Click to select Create payment plan and complete the setup
5. Click to select Create Plan to send the guest a payment link

Note: The system sends the payment link by email automatically. You can also access it through the Queues section in Mews Operations if needed.

 

Collect a payment method - Collect mandate

In this path, the guest is only asked to provide a payment method. The system does not take payment immediately.

1. The guest receives an email with a link
2. They click the link to open a secure payment page
3. The page explains:
   • Why their payment method is being stored
   • When and how it will be charged in the future
4. The guest selects their preferred method:
   • Credit or debit card
   • SEPA Direct Debit
5. The guest enters their details and confirms

 

After submission, the payment method is securely stored and ready for automatic use when a scheduled bill is created. Mews displays the payment request as Completed.

 

Note: This method is commonly used when the first charge is scheduled for a future billing cycle and there is no upfront payment required.

 

Collect a payment and store the method - Pay and mandate

In this path, the guest is asked to pay an amount and, at the same time, their payment method is stored for future use.

1. The guest receives the payment link by email
2. They click the link to open a secure payment page
3. The page shows:
   • The amount due
   • An explanation of future automatic charges
4. The guest selects their payment method
5. The guest completes the payment

 

Once the payment is successful:

• The system moves the payment to the bill.
• The payment method is saved and reused for the next scheduled charges in the plan

 

Note: This method is commonly used when the first bill is ready to charge immediately, for example, for an upcoming month.

 

Confirm plan status

After the guest completes either journey:

1. In Mews Operations,

1. • go to the main menu  > Profiles > Customer profiles, then click the name of the customer whose profile you want to modify, or
   • enter a customer’s name into the dashboard search bar, then click to go to their profile.

2. Click to select the Payments tab
3. Check the Recurring section to confirm that the plan status is Active

 

An active status confirms the system collects the payment method and future charges process automatically.

 

This completes the guest journey for Recurring Payments.