Recurring Transactions - Add New - Revision history

Adaley at 22:53, 27 August 2012

2012-08-27T22:53:11Z

Adaley at 22:51, 27 August 2012

2012-08-27T22:51:43Z

Adaley at 22:51, 27 August 2012

2012-08-27T22:51:18Z

Adaley at 22:51, 27 August 2012

2012-08-27T22:51:01Z

Adaley at 22:50, 27 August 2012

2012-08-27T22:50:41Z

Adaley at 22:50, 27 August 2012

2012-08-27T22:50:30Z

Adaley at 22:50, 27 August 2012

2012-08-27T22:50:12Z

Adaley at 22:49, 27 August 2012

2012-08-27T22:49:44Z

Adaley at 22:47, 27 August 2012

2012-08-27T22:47:18Z

Adaley at 22:10, 27 August 2012

2012-08-27T22:10:09Z

@@ Line 2: / Line 2: @@
 Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
-'''Effective Date<span style="color:#B22222">*</span>''' - Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
+'''Effective Date<span style="color:#B22222">*</span>''' - The first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
-'''Frequency<span style="color:#B22222">*</span>''' - The frequency can be set to daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
+'''Frequency<span style="color:#B22222">*</span>''' - Daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
 '''# of Payments<span style="color:#B22222">*</span>''' - Sales transactions will be processed automatically based on the frequency until the # of Payments has been reached. ''(Please note, only approved sales will count towards # of Payments. As payments are collected, Remaining # of Payments will decrease. When Remaining # of Payments reaches 0, the subscription will be considered inactive.)''

← Older revision		Revision as of 22:51, 27 August 2012
Line 1:		Line 1:
−	[[File:AddNewSubscriptions.png\|thumb\|right\|~~600x360px~~\|Add New Subscription]]	+	[[File:AddNewSubscriptions.png\|thumb\|right\|700x420px\|Add New Subscription]]
	Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)		Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)

@@ Line 1: / Line 1: @@
 [[File:AddNewSubscriptions.png|thumb|right|600x360px|Add New Subscription]]
 Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
 '''Effective Date<span style="color:#B22222">*</span>''' - Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
@@ Line 21: / Line 19: @@
 '''Invoice #''' - Used as a reference for why the subscription was initiated.

@@ Line 2: / Line 2: @@
 Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
-<span style="color:#B22222">*</span>'''Required Field
+'''<span style="color:#B22222">*</span>'''Required Field
 '''Effective Date<span style="color:#B22222">*</span>''' - Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)

@@ Line 1: / Line 1: @@
 [[File:AddNewSubscriptions.png|thumb|right|600x360px|Add New Subscription]]
 Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
 <span style="color:#B22222">*</span>'''Required Field

@@ Line 2: / Line 2: @@
 Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
-'''Effective Date <span style="color:#B22222">*</span>''' - Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
+'''Effective Date<span style="color:#B22222">*</span>''' - Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
-'''Frequency <span style="color:#B22222">*</span>''' - The frequency can be set to daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
+'''Frequency<span style="color:#B22222">*</span>''' - The frequency can be set to daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
-'''# of Payments <span style="color:#B22222">*</span>''' - Sales transactions will be processed automatically based on the frequency until the # of Payments has been reached. ''(Please note, only approved sales will count towards # of Payments. As payments are collected, Remaining # of Payments will decrease. When Remaining # of Payments reaches 0, the subscription will be considered inactive.)''
+'''# of Payments<span style="color:#B22222">*</span>''' - Sales transactions will be processed automatically based on the frequency until the # of Payments has been reached. ''(Please note, only approved sales will count towards # of Payments. As payments are collected, Remaining # of Payments will decrease. When Remaining # of Payments reaches 0, the subscription will be considered inactive.)''
-'''Customer Name <span style="color:#B22222">*</span>''' -  Click Search to find the appropriate customer. Once customer is found, double click that customer to have it populate the add new subscription window. (If customer information was previously saved to the payment application database, it will populate the add new subscription screen as well)
+'''Customer Name<span style="color:#B22222">*</span>''' -  Click Search to find the appropriate customer. Once customer is found, double click that customer to have it populate the add new subscription window. (If customer information was previously saved to the payment application database, it will populate the add new subscription screen as well)
-'''Card # <span style="color:#B22222">*</span>''' and '''Exp Date <span style="color:#B22222">*</span>''' - No spaces or symbols. Exp Date is formatted MMYY.
+'''Card #<span style="color:#B22222">*</span>''' and '''Exp Date<span style="color:#B22222">*</span>''' - No spaces or symbols. Exp Date is formatted MMYY.
 '''Address''' and '''Zip Code''' - Billing information associated with card.
@@ Line 16: / Line 16: @@
 '''Card Present''' - Select if card is physically present.
-'''Amount <span style="color:#B22222">*</span>''' -  The amount of the sale that will be automatically processed.
+'''Amount<span style="color:#B22222">*</span>''' -  The amount of the sale that will be automatically processed.
 '''Invoice #''' - Used as a reference for why the subscription was initiated.

@@ Line 1: / Line 1: @@
 [[File:AddNewSubscriptions.png|thumb|right|600x360px|Add New Subscription]]
-'''1.''' Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
+Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
-'''2. Select an Effective Date.''' The Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
+'''Effective Date''' - Effective Date will be the first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)
-'''3. Select a Frequency.''' The frequency can be set to daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
+'''Frequency''' - The frequency can be set to daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
-'''4. Select # of Payments.''' Sales transactions will be processed automatically based on the frequency until the # of Payments has been reached.
+'''# of Payments''' - Sales transactions will be processed automatically based on the frequency until the # of Payments has been reached. ''(Please note, only approved sales will count towards # of Payments. As payments are collected, Remaining # of Payments will decrease. When Remaining # of Payments reaches 0, the subscription will be considered inactive.)''
-''(Please note, only approved sales will count towards # of Payments. As payments are collected, Remaining # of Payments will decrease. When Remaining # of Payments reaches 0, the subscription will be considered inactive.)''
+'''Customer Name''' -  Click Search to find the appropriate customer. Once customer is found, double click that customer to have it populate the add new subscription window. (If customer information was previously saved to the payment application database, it will populate the add new subscription screen as well)
-'''5. Select a Customer.''' Click Search to perform a search for which the recurring transaction belongs. Once customer is found, double click that customer to have it populate the add new subscription window. (If customer information was previously saved to the payment application database, it will populate the add new subscription screen as well)
+'''Card #, Exp Date''' - No spaces or symbols. Exp Date is formatted MMYY.
-'''6. Verify or enter Card #, Exp Date, Address and Zip Code.''' Select Card Present if applicable.
+'''Card Present''' - Select if card is physically present
-'''7. Enter the Amount of the subscription.''' This is the amount of the sale that will be automatically processed.
+'''Amount''' -  The amount of the sale that will be automatically processed.
-'''8. Invoice # is optional.''' It will only be applicable for the first recurring payment, and used as a reference for why the subscription was initiated. Any recurring payment after the first will not be assigned an Invoice #.
+'''Invoice #''' - Used as a reference for why the subscription was initiated.

← Older revision		Revision as of 22:10, 27 August 2012
Line 1:		Line 1:
−	[[File:AddNewSubscriptions.png\|thumb\|right\|~~500x300px~~\|Add New Subscription]]	+	[[File:AddNewSubscriptions.png\|thumb\|right\|600x360px\|Add New Subscription]]
	'''1.''' Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)		'''1.''' Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)