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Transaction Center & VPOS Support

Recurring Billing

How to Enter a Transaction for Recurring Billing

  1. Log in to the transaction center.
  2. Go to Virtual Terminal Authorize Transaction
  3. Enter order information, and set Recurring Type (this will reflect the recurring frequencies that can be selected such as daily, weekly, monthly, etc)
  4. Select the Billing Type of either Post Now or Post Later
  5. Enter a Recurring End Date

POST NOW: The actual recurring billing will run on the selected frequency for the date that it was authorized. Example: Entering in a transaction on 2/15/16 with a monthly recurring frequency will result in the recurring transaction running on 3/15/16.

POST LATER: The recurring billing will run on the selected scheduled frequency on the date that was selected to be posted. Example: Entering in a transaction on 2/15/16 with a post later date of 2/20/16 with a monthly frequency will result in the recurring transaction running on 3/20/16 of the following month.

Enter a Recurring Transaction

How to Edit a Recurring Transaction

  1. Log in to the transaction center.
  2. Go to Recurring Billing Search Recurring Transactions
  3. Search for the transaction by any preferred criteria or bypass all and click Begin Search.
  4. The next screen will show all transactions that match the search criteria. Click on the magnifying glass icon to the left of the recurring customer that needs to be revised.
  5. Changes can be made to enable, disable, change the frequency, dates or amounts.
  6. After the changes have been made, scroll to the bottom of the page and click submit.
Edit Recurring Billing

Notes

If a recurring billing transaction fails as a result of any type of decline, it will disable it from recurring billing and need to be enabled.

To completely remove a recurring billing customer you will need to uncheck the 'recurring enabled' box and set the frequency to 'none'.

Article written by Stacey D.