{"id":137,"date":"2019-07-29T14:27:29","date_gmt":"2019-07-29T14:27:29","guid":{"rendered":"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/how-do-i-create-a-recurring-billing-contract\/"},"modified":"2025-02-04T17:14:42","modified_gmt":"2025-02-04T17:14:42","slug":"how-do-i-create-a-recurring-billing-contract","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-create-a-recurring-billing-contract\/","title":{"rendered":"How do I create a recurring billing contract?"},"content":{"rendered":"\n<div class=\"notice notice-danger\"><strong>Important:<\/strong> You must add a customer for recurring billing and add a payment card to their profile before you can create a recurring billing contract.<\/div>\n\n\n\n<div class=\"notice notice-danger\"><strong>Important:<\/strong> If applying a surcharge to a transaction, please note that it is available only for U.S. issued credit cards when processing a sale or an authorization transaction.<\/div>\n\n\n\n<p>To apply a surcharge to a recurring billing contract, your merchant account must be enabled for card not present surcharging. When creating a new recurring billing contract, surcharging is selected as default. If updating an existing recurring billing contract, you must select to apply the surcharge to the contract.<\/p>\n\n\n\n<p>When creating a recurring billing contract, you can define the following:<\/p>\n\n\n\n<p><strong>Length of the contract <\/strong>by entering a starting date and an ending date. To create a contract that continues until you deactivate or delete it, or until the customer\u2019s card   expires, type a starting date but leave the ending date blank.<\/p>\n\n\n\n<p><strong>Billing schedule<\/strong>. Using the billing schedule, you can bill your customers:<\/p>\n\n\n\n<ul>\n<li><strong>Daily:<\/strong> Once a day<\/li>\n\n\n\n<li><strong>Weekly:&nbsp;<\/strong>Once a week<\/li>\n\n\n\n<li><strong>Biweekly:<\/strong> Once every two weeks<\/li>\n\n\n\n<li><strong>Monthly:<\/strong> Once a month<\/li>\n\n\n\n<li><strong>Semimonthly:<\/strong> Twice a month<\/li>\n\n\n\n<li><strong>Annually:<\/strong> Once a year<\/li>\n\n\n\n<li><strong>Semiannually:<\/strong> Twice a year<\/li>\n\n\n\n<li><strong>Quarterly:<\/strong> Every three months<\/li>\n<\/ul>\n\n\n\n<p><strong>Number of retry attempts<\/strong> the Payments Portal makes to capture the payment. You can set the Payments Portal to make one to ten retry attempts, after which it suspends the recurring billing contract.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"496\" src=\"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-content\/uploads\/sites\/4\/2025\/02\/2025-02-04_17-11-03.png\" alt=\"\" class=\"wp-image-2925\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Complete the following steps:<\/p>\n\n\n\n<p>1. On the toolbar, click <strong>Recurring Billing<\/strong>.<br>2. Beside the customer\u2019s record, click <strong>Add a New Contract<\/strong>&nbsp;<br>3. Enter the <strong>Contract Information<\/strong>:<\/p>\n\n\n\n<ul>\n<li> <strong>Name <\/strong>or <strong>Description<\/strong><\/li>\n\n\n\n<li> Click <strong>Starting Date<\/strong>, then select the date manually or type the date in <code>mm\/dd\/yyyy<\/code> format.<\/li>\n\n\n\n<li> <strong>Subtotal Amount<\/strong><\/li>\n\n\n\n<li> <strong>Tax Amount<\/strong><\/li>\n\n\n\n<li> <strong>Apply Surcharge<\/strong>: If surcharging is enabled for your merchant account, the <strong>Apply Surcharge<\/strong> option is selected by default.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>4. Enter the <strong>Billing Settings<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"801\" height=\"263\" src=\"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-content\/uploads\/sites\/4\/2025\/02\/2025-02-04_17-12-46.png\" alt=\"\" class=\"wp-image-2927\" \/><\/figure>\n\n\n\n<ul>\n<li>Use the <strong>Billing Schedule<\/strong> drop-down menu to select the billing interval.<\/li>\n\n\n\n<li>Use the <strong>Retry Attempts<\/strong> drop-down menu to select the number of retry attempts the Payments Portal makes before it suspends the contract.<\/li>\n<\/ul>\n\n\n\n<p>5. Select the <strong>Payment Method<\/strong>.<br>6. Select the<strong> Email Notifications <\/strong>you prefer:<\/p>\n\n\n\n<ul>\n<li>To receive a notification when a payment is approved, select the <strong>Receive an email notification<\/strong> when a payment is approved check box.<\/li>\n\n\n\n<li>To receive a notification when a payment is declined, select the <strong>Receive an email notification<\/strong> when a payment is declined check box.<\/li>\n<\/ul>\n\n\n\n<p> 7. Click <strong>Save Contract<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. Important: If applying a surcharge to a transaction, please note that it is available only for U.S. issued credit cards when processing a sale or an authorization transaction. To apply [&hellip;]<\/p>\n <div style=\"margin-bottom:20px;\" class=\"page-blu\"><a class=\"moretag\" href=\"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-create-a-recurring-billing-contract\/\">Read More <\/a><\/div>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[224,27,45],"tags":[352,348,353,350,31,93,349],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/137"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/comments?post=137"}],"version-history":[{"count":35,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/137\/revisions"}],"predecessor-version":[{"id":2928,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/137\/revisions\/2928"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/media?parent=137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/categories?post=137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/tags?post=137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}