Set Up a Recurring Card Billing

31 STEPS

1. Welcome to 'Set Up a Recurring Card Billing.'

2. Start by clicking Recurring Billings in the left-hand menu.

3. Click Add Recurring Billing.

4. If applicable, select your Location from the drop-down.

5. Select your Card (CC) Deposit Account from the drop-down.

6. Click Next.

7. To create a Recurring Billing for a New account, click 'New,' then complete the form with the correct Contact and Account information.

8. For this tutorial, we will create a transaction for an Existing Account Vault.

9. We will search by the Account Holder Name and Account Type fields.

10. Enter the Account Holder Name.

11. Select the card Account Type.

12. Click Search.

13. Click to select the correct account from the Results.

14. Click Next.

15. Now we will enter the Recurring Billing Details.

16. Enter a Description for the Recurring Billing.

17. Enter the recurring Transaction Amount.

18. We will create a Repeating billing.

19. Enter the Interval for the billing to repeat.

20. Select the Frequency for the billing.

21. Select the Recurring Billing Payment Start Date from the calendar.

22. If you want the recurring billing to end after a fixed number of occurrences, click the Installment option.

23. Enter the Number of Payments.

24. For this example, we will leave the billing status as 'Ongoing'. This transaction will continue to repeat until it is canceled.

25. To notify the account holder via email before the payment processes, use the Notify Before Payment option.

26. Type the Number of Days before the billing occurs that the account holder should be notified by email.

27. If your business utilizes API functionality, enter the Recurring API ID. Otherwise, skip this step.

28. Click Save.

29. The Authorization Agreement for the Recurring Billing will pop up. Confirm all the information is correct, then print or close the agreement screen.

30. That's it. You're done!

The new Recurring Billing will now show in the Recurring Billings view.