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.
- Click the customer’s record to open the detailed view.
- On the billing record, click View.
- Click Edit Contract.
- 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.
- 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.
- Select a Payment Method.
- 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.
- Click Update Contract.
Deleting a recurring billing contract
Important: You cannot recover a contract after you delete it.
To delete a recurring billing contract:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- On the billing record, click View.
- Click Delete Contract. The Payments Portal prompts “Are you sure you want to delete the contract?”
- Click Delete Contract.
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Tags: recurring billing, create contract, billing settings, edit stored contract, update contract, payments portal