Recurring Transactions - Edit Subscription
1. Go to Company > CHARGE Anywhere > Recurring Transactions.
2. Locate and double click the subscription. The Edit Subscription screen will appear. (For larger recurring databases, you may want to use the Customer Name search to filter subscriptions.)
3. Modify any field and click Edit.
*To end a subscription, decrease the # of Payments so that the remaining # of payments equals 0.
Field Descriptions
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
