Articles tagged: recurring billing

What is the Payments Portal?

The Payments Portal is an online tool that you can use to enter and manage transactions on your computer. It includes the following features:

Credit and debit card sales
Gift card sales, activation, adding value, and balance inquiry
Online account management
Recurring billing
Historic search for transactions and batches
Batch processing
Multiple user accounts and permissions

You can access the Payments Portal at https://tsys.accessaccountdetails.com/sign-in/… Read More “What is the Payments Portal?”

What additional evidence can a recurring billing or service-based merchant provide to defend against chargebacks?

In addition to the actions described in What is a chargeback?, you can also provide the following evidence:

Evidence of the cardholder’s actions

Signed contract that states the terms under which the cardholder could have canceled the service
Evidence that the cardholder is using the goods or services
Evidence that the cardholder canceled within the same month that you issued billing and provided partial services
Evidence that the cardholder did not attempt to cancel the services
Evidence that the cardholder cancelled on the same day as the transaction

Evidence of your actions

Legally binding contract between you and the cardholder
A previous transaction that the cardholder has not disputed
Evidence that you issued a refund before the chargeback because the cardholder canceled the service
Evidence that you bill the cardholder after you provide services
Evidence that the transaction date was before the cancelation date

What can I do to help prevent chargebacks?

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 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.