Add Recurring Payment

To add a recurring payment:

1. Go to Virtual Terminal > Recurring Database > Add Recurring Payment. Fill out the appropriate fields.

• Devices: Select a terminal to associate the recurring transaction with

• 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.

• Payment Type: Select from Credit Card and/or Bank Account

• Payment Profile: If customer exist already in Customer Database, Payment Profile will display the available cards to associate the recurring with

• Plan Type: Select from Recurring and/or Installment

• Amount Per Recurring/Total amount for Installment: Enter transaction amount that will be processed on each recurring payment. If installment is selected then enter the total amount.

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

• Number Of Payments: Enter the amount of payments/Installments. Note that recurring offers the option for Unlimited number of payments while Installments does not.

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

• End Date: Select last payment for recurring or installment

• Amount Per Installment:If installment is selected enter the amount per installment

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

2. Click Add.

The recurring payment/Installment will be stored within your Recurring Database.

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  . Recurring Payment Added

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  2. Add Recurring Payment