Manage Repeat Payments
Overview
The Manage Repeat Payments page allows you to view all the Repeat Payments agreements you have with your customers.
You can filter the table using a range of variables to locate specific Repeat Payments. Each repeat payment can also be viewed in greater detail to give an in-depth overview of its payments.
Navigation
The Manage Repeat Payments page is under the Customer Centre and Repeat Payments sub-heading.
How does it work?
The Manage Repeat Payments page displays a list of all of the repeat payments that you have created.
The table displays the following details:
Date/Time (of the creation of the Repeat Payment), Customer Name, Card, Order reference, Amount per Payment, Frequency and the Number of Payments.
Each Repeat Payment can be expanded by selecting “Action” or the arrow at the beginning of the line. This will display all its processed and scheduled payments and their respective statuses.
The expanded view also reveals the transaction receipt for the Repeat Payment creation, a “Cancel” button, and the confirmation email sent to the customer that details the payment schedule.
Both the receipt and the confirmation email have the option to print or send via email to the customer.
Manage Repeat Payments
The table can also be filtered by the date to display all the repeat payments that have been created within the specified time frame.
To filter by the customer name, email or reference, select the search type you want from the dropdown and then enter the search value