Recurring Transactions - Add New

1. 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)

3. Select a Frequency. The frequency can be set to 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.

(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.)

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)

6. Verify or enter Card #, Exp Date, Address and Zip Code. Select Card Present if applicable.

7. Enter the Amount of the subscription. This is 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 #.

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.