Difference between revisions of "Recurring Database"
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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 #. | ||
Revision as of 10:06, 8 May 2012
A recurring database is used to process sales on a credit card on a predetermined date for a set amount within a set interval.
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 notifcations 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")
