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You can find the Manage Repeat Payments page under 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
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 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 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: This will take the payment across the set frequency for every payment within the schedule.
Variable: This 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.