View source for Add Recurring Payment

<u>'''To add a recurring payment:'''</u>

'''1.''' Log into the Transaction Manager. Go to Virtual Terminal > Recurring Database > Add Recurring Payment. Fill out the appropriate fields.

*'''Terminals''': Select a terminal to associate the recurring transaction with

*'''Effective Date''': Select the date when the first transaction will be processed. (Effective Date cannot be today)

*'''Frequency''': Choose how often payments will be processed. (Daily, Weekly, Biweekly, Monthly, Annually, Quarterly, Semiannually)

*'''# of payments''': Enter how many times the recurring database will initaite a sale.

*'''Customer''': Enter a customer name or select a customer from your Customer Profiles section on the right hand side. Customer Profiles list all customers in your [[Customer Database]].

*'''Card #''': Enter the credit card number. (No symbols or spaces)

*'''Exp Date''': Enter the expiration date of the card, (MMYY)

*'''Card Present''': (No/Yes) Select yes if the credit card is physically present when adding the recurring payment.

*'''Address''': Billing address of the credit card. (Numerical Values are the qualifier)

*'''Zip Code''': Billing zip code of the credit card.

*'''Amount''': Enter transaction amount that will be processed on each recurring payment.

*'''Invoice #''': You may choose to enter an invoice #. This field is used as a reminder of why you added the recurring payment.