Difference between revisions of "Recurring Database"
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| + | A recurring database is used to process credit card sales on a predetermined date for a set amount within a set interval. All active recurring payments will be listed at the bottom of the page. Along with the recurring transaction, you have the option to ''edit the recurring transaction'', ''view the history'', ''delete the recurring payment'' and ''process payment now''. | ||
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'''Search Criteria:''' You may filter your search of the recurring database by Effective Date, Date Created, Frequency, Customer #, Active/Inactive, Company Name, Identification, Amount, Card Number, Invoice #. | '''Search Criteria:''' You may filter your search of the recurring database by Effective Date, Date Created, Frequency, Customer #, Active/Inactive, Company Name, Identification, Amount, Card Number, Invoice #. | ||
<u>'''Actions:'''</u> | <u>'''Actions:'''</u> | ||
| − | '''[[Recurring Emails Settings]]:''' Use the recurring emails settings to configure reminders or | + | '''[[Recurring Emails Settings]]:''' Use the recurring emails settings to configure reminders or notifications to either you or your customer that a recurring transaction will take place or has taken place. |
'''[[Add Recurring Payment]]:''' Setup a recurring transaction. | '''[[Add Recurring Payment]]:''' Setup a recurring transaction. | ||
'''Export Recurring Database:''' You are able to export the information in your recurring database into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv") | '''Export Recurring Database:''' You are able to export the information in your recurring database into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv") | ||
Latest revision as of 10:08, 4 April 2014
A recurring database is used to process credit card sales on a predetermined date for a set amount within a set interval. All active recurring payments will be listed at the bottom of the page. Along with the recurring transaction, you have the option to edit the recurring transaction, view the history, delete the recurring payment and process payment now.
Search Criteria: You may filter your search of the recurring database by Effective Date, Date Created, Frequency, Customer #, Active/Inactive, Company Name, Identification, Amount, Card Number, Invoice #.
Actions:
Recurring Emails Settings: Use the recurring emails settings to configure reminders or notifications to either you or your customer that a recurring transaction will take place or has taken place.
Add Recurring Payment: Setup a recurring transaction.
Export Recurring Database: You are able to export the information in your recurring database into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv")
