Difference between revisions of "Recurring Transactions - Add New"
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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.) | ||
| − | '''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) | + | '''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''' - 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''' - 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''' - 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 # | + | '''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. | + | '''Address''' and '''Zip Code''' - Billing information associated with card. |
| − | '''Card Present''' - Select if card is physically present | + | '''Card Present''' - Select if card is physically present. |
| − | '''Amount''' - 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. | '''Invoice #''' - Used as a reference for why the subscription was initiated. | ||
Revision as of 14:49, 27 August 2012
Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)
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)
Frequency * - The frequency can be set to daily, weekly, biweekly, monthly, annually, quarterly, or semiannually.
# 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.)
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)
Card # * and Exp Date * - No spaces or symbols. Exp Date is formatted MMYY.
Address and Zip Code - Billing information associated with card.
Card Present - Select if card is physically present.
Amount * - The amount of the sale that will be automatically processed.
Invoice # - Used as a reference for why the subscription was initiated.
