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Introduction

The Recurring Billing feature allows you to manage installment, recurring, and on-demand payment subscriptions. You can configure subscription settings, payment card acceptance, and email notifications, as well as search, edit, cancel, skip, and delete subscriptions. This guide provides step-by-step instructions for managing all aspects of recurring billing in the Business Center.

Managing Subscription Settings

Configure how subscriptions are processed, which card types are accepted, and how email notifications are sent to customers.

  1. In the left navigation panel, click the Virtual Terminal icon.
  2. Click Recurring Billing. The Recurring Billing page appears.
  3. Click Subscription Settings. The Subscription Settings panel opens.
  4. Under Subscription Processing Options, choose whether to:
    • Automatically pre-authorize the subscription when saved
    • Make the payment recurring
    • Enable both options
  5. Under Payment Information, select:
    • Card types allowed for subscriptions
    • Whether to display and require a card verification number
  6. Configure Pre-Notification Messages, Success Notification Messages, and Failure Notification Messages:
    • Check Send Email Message
    • Enter notification window and email address for a copy
    • Provide header, body, and footer text
  7. Click Submit. The Subscription Settings panel closes.

Searching for Recurring Billing Subscriptions

Find subscriptions based on merchant or account ID, subscription details, or payment details. You can edit, delete, export, or view details from the search results.

  1. In the left navigation panel, click Recurring Billing. The Recurring Billing page appears.
  2. In the search toolbar, select a Type filter: subscriptions or subscription payments.
  3. Portfolio users must also select a merchant or account ID in the Organization Scope filter.
  4. Optional: Add filters such as Card Number, Customer Name, Merchant Reference Number, Subscription ID, or Subscription Title.
  5. Click Search. The Subscriptions List updates with your results.
  6. Click Download to export results as CSV or XML.

Adding New Subscriptions

Create new payment subscriptions with full customer and order details, and set the payment type, amount, and frequency.

TypeDescription
On-DemandNo future scheduled payments
InstallmentFixed number of payments and frequency
RecurringOngoing payments based on a start date and frequency (no end date)
  1. In the left navigation panel, click the Virtual Terminal icon.
  2. Click Recurring Billing.
  3. Click New Subscription. The Add Subscription panel opens.
  4. Enter order, payment, customer, shipping, and billing details.
  5. Under Subscription Information, select the payment type and complete details.
  6. If Level II data is enabled, enter it for the payment(s).
  7. Click Submit.

Editing Subscriptions

Update subscriptions to reflect changes in payment schedules or amounts.

TypeEditable Fields
On-DemandTitle, currency, default amount, setup fee, start date
InstallmentTitle, recurring amount, currency, setup fee, number of payments to add, start date
RecurringTitle, currency, recurring amount, setup fee, start date
  1. Click the Subscription ID to open details.
  2. Click the Edit Subscription icon.
  3. Update fields as needed.
  4. Click Submit.

Viewing Subscription Details

View complete subscription information, including payment history and status.

  1. Click the Subscription ID to access the Subscription Details page.

Skipping Scheduled Payments

Skip a scheduled payment for a subscription.

  1. Search for the subscription.
  2. Click the Subscription ID.
  3. Under Scheduled Payments, click the ellipsis icon next to the payment and select Skip.
  4. Click Confirm.

Canceling a Subscription

Cancel scheduled payments for a subscription. Payment history is retained. Subscriptions cannot be canceled within 10 minutes before or after payment processing begins.

  1. Search for the subscription.
  2. Click the Subscription ID.
  3. Click the Cancel Subscription icon.
  4. Click Confirm.

Making On-Demand Payments

Process a one-time payment linked to a subscription.

  1. Search for the subscription.
  2. Click the Subscription ID.
  3. Click the Make On-Demand Payment icon.
  4. Complete order, payment, customer, shipping, and billing details.
  5. If enabled, enter Level II data.
  6. Click Submit.
  7. Click Confirm.

Deleting Subscriptions

Deleting a subscription removes all payment history and subscription details. Consider canceling or skipping a payment instead.
  1. Select the subscription(s) to delete from the Subscriptions List, or open the Subscription Details page and click the Delete Subscription icon.
  2. Click Confirm.

Downloading Subscription Details

Export subscription details in CSV or XML format. Filter the list first to download specific subscriptions.

  1. Click the Download icon.
  2. Select CSV or XML.
  3. Follow your browser instructions to open and save the file.