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.
To add a customer for recurring billing:
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 Add New Customer.
Step 3. Type the Customer Information:
a. Customer ID. You can assign a Customer ID that includes numbers and letters.
c. First Name
d. Last Name
Step 4. Type the Contact Information:
a. Email Address
b. Daytime Phone
c. Evening Phone
d. Mobile Phone
e. Fax Phone
Step 5. Enter the Billing Address:
a. Address Line 1
b. Address Line 2
c. Address Line 3
e. Using the drop-down menu, select the State or Province.
f. Postal Code
Step 6. Click Add Customer.
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Tags: payments portal, recurring billing, regular payment, add customer, contract, subscription