Difference between revisions of "Recurring Transactions - Add New"

Latest revision as of 14:53, 27 August 2012

Add New Subscription

Go to Company > CHARGE Anywhere > Recurring Transactions. Click Add New. (An add new subscription window will appear.)

Effective Date* - The first date a sale transaction will be processed. (Please note, Effective Date cannot be the 29th-31th of any month)

Frequency* - 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.

*Required Field

@@ Line 1: / Line 1: @@
-[[File:AddNewSubscriptions.png|thumb|right|600x360px|Add New Subscription]]
+[[File:AddNewSubscriptions.png|thumb|right|700x420px|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<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)
-'''3. Select a Frequency.''' 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.
-'''4. Select # of Payments.''' Sales transactions will be processed automatically based on the frequency until the # of Payments has been reached.
+'''# 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.)''
-''(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)
-'''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 #<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.
-'''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<span style="color:#B22222">*</span>''' -  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.
-'''9.''' When all information is input, click Save. A recurring subscription dialogue screen will appear showing the status of the subscription. If recurring subscription was added successfully, it will display the subscription in the Manage Recurring Subscriptions screen.
+'''<span style="color:#B22222">*</span>'''Required Field