Recurring Billing on the Payments Portal

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Recurring Billing on the Payments Portal
Batching Transactions on the Payments Portal
Managing Users on the Payments Portal
Payments Portal Overview
Updating Your Refund or Return Policy on the Payments Portal
Accessing the Payments Portal
Viewing Transactions on the Payments Portal
Running Transactions on the Payments Portal

Can I set up regular payments for customers?

Yes. Use the Recurring Billing page to set up regular payments from your customers. The Payments Portal saves the customers’ personal information and card information, allowing you to automatically process regular payments. You can use recurring billing to set up subscription payments, for example, paying for a monthly gym membership.… Read More “Can I set up regular payments for customers?”

How do I add a customer for recurring billing?

Before you can set up recurring billing for a customer, you must create a profile to store their payment information and recurring billing contract.

Important: You must enter either a first name and a last name, or a company name when you add a new customer for recurring billing.

How do I add a payment card to a customer’s profile?

Important:

• You must add a customer for recurring billing before you can add a payment card to their customer profile.
• The Payments Portal does not save the payment card’s CVV or use it when running recurring billing transactions.

To add a payment card to a customer’s profile:

How do I create a recurring billing contract?

Important: You must add a customer for recurring billing and add a payment card to their profile before you can create a recurring billing contract.

Use the customer’s profile to create a recurring billing contract.

When creating a recurring billing contract, you can define the:

Length of the contract by entering a starting date and an ending date.

How do I run a manual card sale using a saved payment card?

You can run a manual sale using the saved payment card associated with a customer profile.

Notes:

• The Payments Portal does not save the payment card’s CVV. You need to know the payment card’s CVV if you want to use it when running a manual sale.

How do I search for a recurring billing customer?

You can search for a customer using the Customer Status drop-down menu or using the Search tool on the Recurring Billing page.

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Searching for a customer using the Customer Status drop-down menu

To search for a customer using their recurring billing status:

On the toolbar, click Recurring Billing.

How do I edit a customer’s profile?

You can edit the following information on a customer’s profile at any time:

Customer Information
Contact Information
Billing Address
Customer Status

Notes:

• You can suspend billing for a customer by changing their Customer Status.

• You must provide either a first name and a last name, or a company name when editing a customer’s profile.

How do I edit a customer’s stored payment card?

You can edit, delete, or add a new payment card to a customer’s profile at any time.

Editing a stored payment card’s information

You can edit the following payment card information:

Expiration Date
Card Number
Name on Card
Street Address
Postal Code

To edit a stored payment card’s information:

How do I edit a stored contract?

You can edit or delete a stored contract at any time.

Editing a recurring billing contract

To edit a recurring billing contract:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

On the toolbar, click Recurring Billing.

How do I delete a customer’s profile?

Important: You cannot recover a customer’s profile after you delete it.

To delete a customer’s profile:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

On the toolbar, click Recurring Billing.
Click the customer’s record to open the detailed view.