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Recurring Billing

Overview

 

You can set up a recurring bill to automatically charge a card an amount on a schedule.  You can determine the card to be charged, the amount, frequency, and duration.  

The 5 States- 

  1. Active– transactions are being processed on schedule without issue
  2. Paused–  Merchant manually paused the recurring bill, and will not resume until “unpause” is clicked.
  3. Delinquent–  Transaction was attempted but declined during the previous cycle.  This recurring bill will not restart until “restart” is clicked.
  4. Completed–  Recurring bill has completed its cycle and will not charge further.
  5. Canceled–  Merchant canceled recurring bill, and this record is now permanently “inactive” and cannot be restarted.  To restart, initiate a new recurring bill.

Lifespan–  Recurring transactions will run until (1) the stop date/time established at setup, (2) the user/merchant manually pauses or stops the billing cycle, or (3) the transaction fails (delinquent).  If none of these conditions are met, the recurring bill will continue indefinitely. 

Setup

Setup/New

  1. Click Transactions from main navigation bar to access dropdown
  2. Click Add Recurring Billing Account
  3. Complete Payment section with payment type, card/account information, etc.
  4. Fill out amount, shipping and tax areas (may prepopulate based on VT settings)
  5. Set the frequency of the bill (monthly, annual, custom, etc.)
  6. If applicable, set/end dates.
  7. Click Process Recurring

Edit

  1. Click “Transactions” from main navigation bar to  access dropdown
  2. Click “Recurring Billing” to access all current recurring bills
  3. Locate the recurring bill you wish to edit, and click on its ID number on the far left to access its configuration
  4. Make desired changes to the configuration
  5. Be sure to click “Update” to save your changes

Pause/Stop

  1. Click “Transactions” from main navigation bar to access dropdown
  2. Click “Recurring Billing” to access all current recurring bills
  3. Locate the recurring bill you wish to pause or stop, and click on its ID number on the far left to access its configuration
  4. Click the blue “Pause” or “Stop” buttons located below the main navigation bar.

Managing Delinquent Recurring Bills

Find the delinquent transaction

  1. VT Administrator (and any other designated recipients) will receive a notification that a transaction has failed, and will provide the recurring billing ID.
  2. Locate the recurring bill via “Transactions” -> “Recurring Billing”

Determine the reason it went delinquent and Restart the recurring bill by clicking ‘Restart’ in the header of the recurring bill in questions.  The failed transaction that triggered the delinquent state will be attempted again.  If that succeeds, then you will return to an Active state, if not, Update the card and customer information.  CVVs, Expirations Dates, and Billing Addresses can change without your knowledge, and often can be remedied with simple phone call to the customer. If this is not possible, or the customer can no longer pay with their card, then you will need to Recoup via another payment method (cash, check, etc.).