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This guide will lead you through a the simple process to automate your payments directly from the "Take a Payment" page.

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Fixed schedule 

Thisgives you the ability to set up a payment schedule for a recurring amount on a set frequency.
The number of cycles can be customised. 

  • First, select the MID, transaction type of “Sale”, payment type of “Fixed schedule”, and payment method of “Card payment”.  

  • Next, enter the customer's full name, email, and transaction reference (if applicable) to be noted on the email receipt and transaction history. 

  • Now choose the start date.  

    • (If today is chosen, it will process that initial payment immediately

    • )

  • You have the option to choose a different amount for the initial payment.  

    • (This first payment is included in the number of payment cycles you choose later) 

  • Select the frequency of payment and enter the amount per payment, starting from £1.  

  • The currency may also be selected here, if settings permit. 

  • Finally, choose the total number of payments to be taken in this repeat Repeat payment schedule. 

    • If a limited number of instalments is selected, you can customise a different date and amount for the final payment. (It will be included in the number of cycles)

     

    • This will replace the date and amount of the final scheduled payment, so the new date must be after this last scheduled payment date.  

  • Fill in the card and address details and click Charge

  • Both the merchant and the customer will receive a confirmation email describing the repeat payment schedule that has been created, and if the initial payment was today, a transaction receipt too. 

    • (If the initial payment date is a future date, only the confirmation email will be sent) 

 

Variable schedule 

Thisgives you the ability to set up a payment schedule that contains multiple different payment amounts on any chosen dates 

  • First, select the MID, transaction type of “Sale”, payment type of “Variable schedule”, and payment method of “Card payment”.  

  • Next, enter the customer's full name, email, and transaction reference (if applicable) to be noted on the email receipt and transaction history. 

  • The currency may also be selected here, if settings permit. 

  • Select the date and enter the amount for the first payment. 

  • Select the plus icon to add additional payment(s) and repeat the steps. 

    • Please note: The date for each instalment must be after the previous instalment date 

  • Fill in the card and address details and click Charge

  • Both the merchant and the customer will receive a confirmation email describing the repeat payment schedule that has been created, and if the initial payment was today, a transaction receipt too. 

    • (If the initial payment date is a future date, only the confirmation email will be sent)