Articles tagged: recurring billing

What is the Decline Minimizer?

The Decline Minimizer is a service that you can set up to automatically update card details that you have saved for recurring transactions. For example, if a customer gets a new card with a new expiration date, the service automatically updates the details you have saved for the card. Read more

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 can a recurring billing or service-based merchant do to avoid chargebacks?

In addition to the best practices described in How can I avoid chargebacks?, recurring billing or service-based merchants should use the following best practices: Do: Cancel the recurring billing as soon as the cardholder notifies you of their wish to cancel. Read more

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. Read more

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. Read more

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. Read more

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. Read more

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. Read more

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. Read more

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: Option 1. Read more

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Articles tagged: recurring billing

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