Recurring Billing

The gateway supports three separate recurring billing options.

Traditional

• The merchant will setup and bill a single cardholder via credit card of ACH

e-Check, a specific dollar amount on a specific day for an indefinite or specified period of time.

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.

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.

• Click ADD

SUBSCRIPTION

• Select CREDIT CARD

or ELECTRONIC CHECK as the type of recurring transaction to continue.

• Enter customer

information for Credit Card. Click CONTINUE to proceed.

• Enter customer

information for Electronic Check. Click CONTINUE to proceed.

Step 4.

• Select an existing plan

from the PLAN NAME list or create a new billing plan by clicking on the BLUE CLICK HERE LINK. Fields with red asterisks are required fields as set by the Affiliate.

Step 5.

• Click SAVE to complete.

Successfully Added

• Subscription was

successfully added. Note that steps 4 and 5 are the same menus for credit cards and electronic checks.

• Click LIST

SUBSCRIPTIONS from the MAIN MENU under RECURRING.

Option

• Merchant can also

search recurring transactions to find a subscription by entering information you need. Click SUBMIT for search results.

• Click BLUE

CUSTOMER NAME to edit. Click DOWNLOAD TRANSACTIONS to save information from Recurring Customer List. Information includes Subscription information as well as individual client information.

• Edit Customer

Information. Merchant has the option to edit the customer's billing plan from this menu. Click EDIT PLAN to change settings. WARNING: All customers associated with the plan will be affected by your changes. Merchant can also delete the customer's subscription by clicking the BLUE DELETE button at the top of the menu. Click SAVE to complete.

How to Create Billing Plans for an Unlimited Number of

Cardholders or Checking?

• Click ADD PLAN

• Enter information

to create a new billing plan.

How to Create Billing Plans for an Unlimited Number of

Cardholders or Checking?

• Click SAVE to complete.

Successfully Saved

How to Edit Billing?

• Click LIST PLANS

• Click PLAN NAME to

modify information.

How to Edit Billing?

• Edit any information

to the existing billing plan. WARNING: All customers associated with the plan will be affected by your changes. Existing plans can also be deleted by clicking the BLUE DELETE button at the top of the menu. Click SAVE to complete.

How to Create Recurring Billing with Batch Upload?

• Click BATCH UPLOAD

from the MAIN MENU.

• Click CHOOSE FILE to

choose the file you wish to upload. Merchant can import a .CSV, .XLS or .TXT file for manually processing large amounts of transactions.

How to Create Recurring Billing with Batch Upload?

• Click UPLOAD BATCH

to start uploading.

Options

• Two options available

for FILE FORMAT. (1) Auto Detect File Format: Batch program will auto detect file formats. For example, $XX.XX as dollars, 14-16 digits as a credit card, etc. (2) Use Selected Format: Merchant can add a new batch format by clicking "Configure Formats". Batch templates can be saved for future use.