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:

1. On the toolbar, click Recurring Billing.
2. Click the customer’s record to open the detailed view.
3. On the billing record, click View.
4. Click Edit Contract.
5. Edit the Contract Information:
   • Name or Description.
   • Click Next Billing Date, then select the date or type the date in mm/dd/yyyy format.
   • Click Ending Date, then select the date or type the date in mm/dd/yyyy format.
   • Subtotal Amount
   • Tax Amount.
6. Edit the Billing Settings:
   • From the Billing Schedule drop-down menu, select the billing interval.
   • From the Retry Attempts drop-down menu, select the number of times the Payments Portal should try to process the payment before suspending the contract.
   • Using the option buttons set the contract’s status as Active or Inactive.
7. Select a Payment Method.
8. Select the email Notifications you prefer:
   • To receive a notification when a payment is approved, select the Receive an email notification when a payment is approved check box.
   • To receive a notification when a payment is declined, select the Receive an email notification when a payment is declined check box.
9. Click Update Contract.

Deleting a recurring billing contract

To delete a recurring billing contract:

1. On the toolbar, click Recurring Billing.
2. Click the customer’s record to open the detailed view.
3. On the billing record, click View.
4. Click Delete Contract. The Payments Portal prompts “Are you sure you want to delete the contract?”
5. Click Delete Contract.

Tags: recurring billing, create contract, billing settings, edit stored contract, update contract, payments portal