Take me home


Safe, secure and reliable payment processing since 1997
Testimonials


 

Home > Merchant Account Solutions > Free Features > Repeat Billing


Repeat Billing (Solution Three)


The recurring Billing tool allows you to create, update, and search for recurring billing records. Once you set up your recurring billing records, we do the rest, processing the recurring transactions for the amount, at the frequency, and over the time period that you specify.

Once a billing record has been created, you can easily access it and modify it at any time.

Change the address or contact information for a consumer.
Add a payment method to an existing billing record
Modify an existing payment method. For example, you can change a credit card expiry date
Change the frequency or amount of a recurring transaction
Set first initial payment as one price, then charge different subsequent pricing
Change the status of a billing record. For example, if you suspended a billing record because of a chargeback and then later resolved the situation, you can change the status back to Active to resume the billing activity.

Billing records are easy to set up and edit. All you have to do is enter some basic information in the Recurring Billing tool in the back office. Here’s a brief outline of what is required:

1.

Enter basic consumer information on the General Information tab.

2.

Enter consumer contact information on the Address tab.

3.

Enter credit or debit card on the Payment Methods tab to create a method of payment for the life of the recurring payment

4.

Use the payment method you’ve just created to set up a recurring payment on the Billing Records tab, including the payment amount and frequency.

 

 

Learn more

In business it is critical that you capture every sale, every time...

Providing The Complete Solution

Customer Testimonials
Frequently Asked Questions
Considering switching to us?

What are the costs?

This service is a FREE ad-on as part the Solution One account combined merchant account and payment gateway package.

View Solution One Pricing

Recurring billing files

You can upload two batch file types containing recurring billing record requests:

  • CSV files

    • Create new recurring billing records only

  • XML files

    • Create new recurring billing records
    • Modify existing recurring billing records
    • Download consumer profiles


Required fields

If you are missing data or have entered invalid data for a required field when you are creating or editing a billing record, the Recurring Billing tool displays a highly visible alert tool so you know which field needs to be corrected


Confirmation emails

The Recurring Billing tool automatically sends an email to your consumer on your behalf each time a recurring transaction is processed. It includes relevant information such as your store name, credit card or banking details for the transaction, the amount of the transaction, and a transaction ID.

There are two cases in which we do not send a confirmation email:

  • If you leave the Email field blank on the General Information tab when you create or edit your consumer
  • If you do not have your own email address configured with us as part of your merchant information – we cannot send an email that does not have a return address


Address tab

Use the Address tab to enter or edit the address information for the consumer. You can create both billing and shipping addresses. For example, you might enter a billing address that corresponds to the address information associated with the consumer’s credit card. But you could also enter a different shipping address


Billing Records tab

Use the Billing Records tab to add or edit billing records for the consumer. You can have multiple billing records for a single consumer. For example, if you supply a variety of subscription services to a single consumer, you might have a billing record for that consumer for each subscription, with differing amounts and payment intervals


Performing searches

You can run Recurring Billing searches based on a variety of criteria:
  • Billing Record
  • Consumer
  • Expired Credit Card


Viewing chart overviews

The Recurring Billing tool provides a chart tool that gives you two graphical overviews:

  • Billing records by status
  • Credit cards by status

The billing record and credit card statuses are clearly defined by colour, and the number of each is also displayed.

From the chart overview, you can drill down to view details on individual billing records.

 

Recurring billing features

The Recurring Billing tool allows multiple users to work on billing records simultaneously. If you are working on a billing record and the Refresh button begins to flash in blue, this indicates that another user has modified some information in that billing record. If this occurs, just click the Refresh button to update your data to reflect those changes


Billing record status

You can view the status of a billing record through the Billing Record tab. There, you can disable, suspend, and re-enable billing records. You can also see the status of any billing record when you perform a billing records search. A status icon is displayed in the left-most column of the search results, and the key for the status icons is displayed at the top of the results page


Running activity reports

You can use the Billing ID of a billing record to run an activity report on recurring billing transactions. When you enter the Billing ID in the Merchant Transaction ID field of an activity report, the report will return all recurring billing transactions for that billing record over the date range you specify


General Information tab

Use the General Information tab to enter or edit the name and contact information for the consumer


Payment Methods tab

Use the Payment Methods tab to add or edit payment methods for the consumer. A payment method is the consumer’s credit or debit card or Direct Debit bank account designated to be the payment vehicle for the recurring billing record. You can add multiple payment methods for a single consumer. For example, you might have a credit card and a bank account on record for the consumer, or you could have multiple credit cards on record for the same consumer, and use them for different billing records


Notes tab

You can add notes when you create the consumer and billing record, or any time after. For example, you might include a note when you create the consumer, and then add a note each time you modify the billing record to help you remember the reason for the modification


Viewing a billing history

With the Recurring Billing tool you can easily run a report to view the billing history of any of your billing records, over the date range you choose. For example, you may have a billing record in which payments are made monthly, and you want to see its history over the last year. The resulting billing history will display a summary of the activity in the billing record, including the status of each transaction, the amount, and the date it was processed


Modifying multiple billing records

In some cases you may want to modify multiple billing records at the same time. For example, you could change the amount of a recurring payment that is common across several of your consumers


Modifying a single billing record

In some cases you may want to modify a single billing record. For example, if you temporarily suspended a billing record, you may want to go in and change its status back to Active

 

Get started today...



USEFUL INFORMATION


Home
Company Profile
Contacting Us
White Papers
Credit History and Checks
Why applications get declined
How It All Works
What is a Merchant Account?
What is a Payment Gateway?

ACCEPTING PAYMENTS


Switch To Us Today and Save on Fees
Merchant Account and Gateway
Online Payments
Adult Merchant Account
High Risk Merchant Account
Credit Card Machines
Credit Card Reader
Free Virtual Terminal

High Volume & Corporate Accounts


Secure application process, fast settlement, numerous free features, dedicated account manager and 24/7 support

Web-Merchant Services Limited © 1997 - 2017 - Company Registration No. 03919014

Fully compliant with the Payment Card Industry Data Security Standard (PCI DSS). NCA Approved. Anti-Money Laundering Registration No.12709698. Data Protection Reg No. Z3544745
MasterCard ® is a registered trademark of MasterCard International Inc. Visa ® is a registered trademark of Visa International Service Association.

Need to get in touch with us? We're simply a click away...


National Crime Agency
Thawte Security
TrustWave
Data Protection Act 1998: Reg No. Z3544745
Anti-Money Laundering Registration No.12709698
PCI DSS Certified

Privacy Policy
 |
Legal Information | Terms and Conditions | Cookies  | Anti-Money Laundering Policy
| html sitemap | xml sitemap | Twitter | LinkedIn