Can I view recurring billing reports?

Yes. You can view the following reports using the Recurring Billing page:

• Tomorrow’s schedule
• Suspended contracts
• Expired cards
• The customer’s billing reports

Viewing tomorrow’s schedule

Use Tomorrow’s Schedule to view a list of transactions that the Payments Portal will run the next calendar day.

To view tomorrow’s schedule:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1. On the toolbar, click Recurring Billing.

Step 2. On the side menu, click Tomorrow’s Schedule.

Step 3. (Optional) Click the card record to open the detailed view.

In the detailed view, you can use the option buttons to run additional functions, such as:

• View or Edit Card Details
• Edit Contract
• Delete Contract

Viewing suspended contracts

The Payments Portal suspends a contract when it is unable to process a transaction using the customer’s card. This typically occurs when a customer’s card has expired, or the customer has insufficient funds in their account.

To view suspended contracts:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1. On the toolbar, click Recurring Billing.

Step 2. On the side menu, click Suspended Contracts.

Step 3. (Optional) Click the card record to open the detailed view.

In the detailed view, you can use the option buttons to run additional functions, such as:

• View or Edit Card Details
• Edit Contract
• Delete Contract

Viewing expired cards

To view expired cards:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1. On the toolbar, click Recurring Billing.

Step 2. Click Expired Cards.

Step 3. (Optional) Click the card record to open the detailed view.

In the detailed view, you can use the option buttons to run additional functions, such as:

• View or Edit Card Details
• Edit Contract
• Delete Contract

Viewing customer billing reports

You can use customer billing reports to carry out the following actions:

• View a breakdown of scheduled transactions
• View a detailed view of each transaction
• Run a repeat sale
• Print a receipt
• Email a receipt

To view customer billing reports:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1. On the toolbar, click Recurring Billing.

Step 2. Click the customer’s record to open detailed view.

Step 3. Click BILLING REPORT.

Step 4. Click the billing entry to open the detailed view.

In the detailed view, you can use the option buttons to run additional functions, such as:

• Repeat Sale
• View the receipt
• View transaction details

Tags: payments portal, recurring billing, schedule, reports, contract, customer billing, view history