Edit Payment

Edit Payment enables you to modify an existing recurring payment.

1 How to Use This Page | 2 Detailed Help

An additional feature of the PayTrace Virtual Terminal and the API is the ability to process recurring transactions for any existing customer profile. If you wish to process recurring transactions and If you are not already signed up for this feature, please get in touch with your Merchant Service Provider or PayTrace Support at Support@PayTrace.com.

How to Use This Page

Recurring transactions are processed every day at 1:00 a.m. Pacific Time on the scheduled date. When a recurring transaction is processed, an automatic receipt is sent to the email address(es) associated with your PayTrace account. If you have access to the recurring transactions feature, simply log into your PayTrace account and go to the Recurring Payments Menu.

Click on the Edit Payment link from the Recurring Payments Menu.
Select the recurring payment you want to edit from the drop-down list of recurring transactions.
Modify any field that needs modifying.
Click the Modify Payment button.

To set up a recurring transaction, start by creating a customer profile with the billing information you want to use for recurring payments. The transactions will be processed overnight on their scheduled day, and you'll receive an emailed receipt at the address registered to your PayTrace account.

Detailed Help

Links

Would you like to add Level 3 Data to this recurring payment?

Redirects you to the Add Level III Data to a Recurring Payment page.

Required Fields

Amount

Input the dollar amount you want to bill this customer regularly.

Start Date

The date on which the recurring transaction was processed for the first time.

Total Count

Enter the number of billing cycles for the recurring transaction. Use 999 for indefinite transactions. PayTrace will process until canceled.

Optional Fields

Customer Profile

Select the customer profile that you want to process a recurring transaction against.

Customer Receipt

Check this check box if you want a receipt emailed to the customer each time the recurring transaction is processed.

Transaction Type

Choose Sale or Authorization. Keep in mind that Sales will automatically settle with the next batch.

Frequency

Select how frequently you want the transaction to be billed.

Annually

Same date each year until the total count is reached.

Quarterly

Same day as the start date each month (e.g., 1/3 - 4/3 - 7/3) in 3-month intervals until the total count is reached.

Monthly

Same day as the start date each month (e.g., 1/3 - 2/3 - 3/3) until the total count is reached.

Bi-Weekly

14-day intervals (e.g., 1/3 - 1/17 - 1-31) beginning with the start date until the total count is reached.

1st and 15th

The first and fifteenth of each month, begin with the start date until the total count is reached.

Weekly

7-day intervals (e.g., 1/3 - 1/10 - 1-17) beginning with the start date until the total count is reached.

Daily

Each day, beginning with the start date until the total count is reached.

Next Date

The next scheduled date that the recurring transaction will be processed is displayed. This date may be changed to any valid date on or after today’s date.

Repeat if declined __ consecutive days

Enter the number of consecutive days/times a declined payment should be retried. Please note that the payment will be processed by its frequency and count settings, regardless of this setting or transaction approval. ** For example: Set a recurring payment that is scheduled monthly to process 12 total times and is scheduled to start on 1/1/2009. If the second transaction (processed on 2/1/2009) is declined, and the user specified that it should be repeated 3 times, PayTrace will process the transaction on 2/2, 2/3, and 2/4, and then again on 3/1. If the transaction attempt on 2/3 was approved, PayTrace will not process the transaction again until 3/1.

Current Count

The current count represents the number of transactions processed per this recurring transaction. The recurring transaction will no longer be processed when the current count equals or exceeds the total count.

Description

Enter your optional comments or discretionary data about the transaction. You may enter up to 255 characters describing the recurring transaction.