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
Manage Repeat Payments
| Table of Contents |
|---|
Overview
On the Manage repeat payments page, you can view all the agreements you have with your customers for repeat payments. To find specific repeat payments, you can filter the table using various variables. Furthermore, each repeat payment can be viewed in detail to provide an in-depth overview of
its payments
.
| Table of Contents |
|---|
Navigation
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 repeat payments page shows a comprehensive list of all of your currently active and expired repeat payments that have been created.
The table
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
The table can also be filtered by the date and over a time period to display all the repeat payments that have beenshows various details related to a repeat payment, such as the date and time of its creation, the customer's name, card, order reference, payment amount, frequency, and number of payments. You can view more information about a particular repeat payment by selecting the "Action" button or clicking the arrow next to the payment. This will display a list of all processed and scheduled payments, along with their respective statuses.
When you expand a repeat payment, you will also see the transaction receipt for its creation, a "Cancel" button, and the confirmation email that was sent to the customer detailing the payment schedule. You can print or send both the receipt and confirmation email to the customer via email.
Manage Repeat Payments
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
The table can be filtered by date to show repeat payments created within the specified time frame. |
| Tip |
|---|
To search by customer name, email |
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 to the ‘Create Repeat Payment’ page. From here, you will be required to select 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 card details of the customer you wish to set the repeat payment up for. Starting with 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, or reference, choose a search type from the dropdown and enter the search value. |