EditRecurring Billing
EditHow to enter in a transaction for recurring billing
-Log into the transaction center
-Highlight over virtual terminal
-Authorize Transaction
-Recurring Type (this will reflect the recurring frequencies that can be selected such as daily, weekly, monthly etc)
-Post Now vs. Post Later
If this is a post now transaction, the actual recurring billing will run on the selected frequency for the date that it was authorized.
Example: Entering in a transaction on 2/15/2012 for a monthly recurring frequency will result in the recurring transaction running on
3/15/2012.
If this is a post later transaction, the recurring billing will run on the selected scheduled frequency on the date that was selected to be posted.
Example: Entering in a transaction on 2/15/2012 with a post later date of 2/20/2012 for a monthly frequency will result in the recurring transaction running on 3/20/2012 of the following month.
EditHow to edit a recurring transaction
-Log into the transaction center
-Recurring Billing
-Search Recurring Transactions
-Search for the transaction by any preferred criteria or bypass all and begin search
-Click on the magnifying glass that is on the left of the recurring customer that needs to be revised
-Changes can be made to enable, disable, change the frequency, dates or amounts
-After the changes have been made, scroll to the bottom of the page and click submit
EditNotes
If a recurring billing transaction fails as a result of any type of decline it will disable it from recurring billing and need to be enabled.
To completely remove a recurring billing customer you will need to uncheck the 'recurring enabled' box and set the frequency to 'none'