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Overview

The Manage Repeat Payments page allows you to view all of your current and expired repeat payments.

You can filter using a range of variables from the table and create new repeat payments directly from the page. Each repeat payment can also be viewed in greater detail to give an in-depth overview of the payments taken.

Manage Repeat Payments

Table of Contents

Navigation

You can find the The Manage Repeat Payments page is under the Customer Centre and Repeat Payments sub-heading.

How does it work?

The Manage Repeat Payments Manager page displays a table of all of your currently active and expired repeat payments that have been created.

The table gives you the following details: Date/Time, Customer Name, Card, Order reference, Amount per Payment, Frequency and the Number of Payments.

Each payment can be expanded by selecting ‘Action’. This will give an in-depth breakdown of all the payments that have occurred throughout the repeat payment timeframe. The expanded view will also allow a receipt to be generated for the payment. This will bring up a preview of the receipt and give the option to either print or send via email to the customer. Screenshot

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  • The table can also be filtered by the date and over a time period to display all the repeat payments that have been created within the specified time frame.

  • The You can also use the search filter can also be used to search by customer name, email and reference by specifying the value you wish to search by within the dropdown box.

Create New

You can also create a new repeat payment directly from the manage repeats payment page. By selecting the ‘Create New’ button in the top left of the screen, you will be taken Selecting the Create New button will take you to the ‘Create Repeat Payment’ page. From here, you will be required to select choose the MID for the payment, the full name of the customer, the email and add an option reference.

The next step is to select the schedule type: This can either be a Fixed or Variable schedule.

  • Fixed: Will take the payment across the set frequency for every payment within the schedule.

  • Variable: Will take the payment at a varying frequency set at each date and amount field you choose.

The next stage is to enter the customer's card details of the customer you wish to set the repeat payment up for. Starting with the The card number, the expiry date, the CVV and finally, the name on the card.

Optionally you can then add the customer's address and postal code.

After completing these fields, you then select ‘Create’, and the Repeat Payment will then begin and appear on the Repeat Payments Manager page.