Recurring Database

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")