Recurring Billing. Gateway Recurring Billing Options: The gateway supports three separate recurring billing options:

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1 Recurring Billing Gateway Recurring Billing Options: The gateway supports three separate recurring billing options: 1. Traditional: The merchant will setup and bill a single cardholder via credit card or ACH e-check, a specific dollar amount on a specific day for an indefinite or specified period of time. 2. Expanded / Plan Recurring Billing: The merchant creates a plan and then can associate an unlimited number of cardholders with the plan. The plan approach provides simplicity when the time comes to update the plan. When the merchant changes the dollar amount to be charged or the timing of the charges all associated cardholders are affected immediately. 3. Modifiable Recurring Billing: Using the Batch Upload feature, the merchant can create an excel spreadsheet,.csv or.txt file to be uploaded as often as needed. This feature provides the merchant with the simplicity of recurring billing and the ability to change any related billing information including the dollar amount. If the merchant elects to create an excel worksheet, the template can be saved within the gateway and used for subsequent processing and settlement. The Batch Upload process can process 50,000 transactions within approximately 90 minutes. 1

2 How to Establish Recurring Billing for a Single Cardholder or a Checking Account? Add Subscription from the Main Menu under Recurring. Select Credit Card or Electronic Check as the type of recurring transaction to continue. Step 1. Enter customer information for a recurring transaction, and click to continue. Step 2. Select an existing plan or create a new billing plan, then click to complete. Fields with red asterisks are required fields as set by the Affiliate. Electronic Check to set up a recurring Credit Card to set up a recurring bill link to add a 2

3 Step 1 Enter Customer Information Credit Card Transactions 3

4 Electronic Check Transactions 4

5 Step 2 Select a Billing Plan 1 Require d field 2 to create a new billing plan for the recurring Select an existing plan from the 5

6 How to Edit Established Recurring Billing? List Subscriptions from the Main Menu under Recurring. Search recurring transactions, click customers name from the subscriptions table below to edit. if you wish to download transactions in a Microsoft Excel file (.xls) or a Comma Separated Value file (.csv). link to enter To search recurring transactions, enter information you need, and then click Submit customer s name to edit here to download Transactio 6

7 Edit Subscriptions Delete to purge the subscription Edit Plan to edit billing plan. WARNING: all customers using this plan will be affected by your changes. Save to complete 7

8 How to Create Billing Plans for an Unlimited Number of Cardholders or Checking Accounts? Add Plan from the Main Menu under Recurring. Enter information to create a New Billing Plan: a. Enter the amount you want to charge the customer each time. b. Enter how often you want to charge the customer c. Enter how many times you wish to charge the customer to complete. link to enter 8

9 How to Edit Billing Plans? List Plans from the Main Menu under Recurring. a plan to edit. Save to save changes. WARNING: all customers associated with the plan will be affected by your changes. plan to edit link to enter Delete to remove plan 9

10 How to Create Recurring Billing with Batch Upload? Batch Upload from the Main Menu. to choose the file you wish to upload. Merchant can import a.csv,.xls or.txt file for manually processing large amounts of transactions. 50,000 transactions can be processed within 90 minutes. to start uploading. to configure batch formats here to link to enter Auto Detect File Format: Batch program will auto-detect file formats. For example - $xx.xx as dollars, digits as a credit card, etc. Use Selected Format merchant can add a new batch format by clicking Configure Formats. Batch templates can be saved for future use. 10