Customer Payments: Recurring Payment Summary

  1. Recurring Payment Summary
    1. Recurring Payment Search
      1. Select Recurring Payment Summary from the Customer Payments menu
      2. Select the client from the drop down (your organization should be the only option available)
      3. Use the fields provided to filter your search results
        1. Recurring Payment ID – if available, this will provide exact results
        2. Account Number & Name
          • If there are multiple accounts being paid with 1 Recurring setup, only enter 1 of the 2 account numbers or names associated. The results will populate information for both.
        3. Status
          • In Process – payment plan is not complete and is scheduled for a future date
          • On Hold – setup is placed on hold normally due to an attempt to process and resulted with error or decline transaction
          • Completed – payment plan has finished terms successfully
          • Cancelled – setup was cancelled before terms were successfully completed
        4. Date Range: enter the date range of the next expected scheduled payment date
      4. Select Search
      5. List of results is presented
        • Columns highlighted in blue can be sorted
      1. Select to view the details of the recurring payment setup
      2. Select to edit the current payment terms of the recurring payment
        • The credit card information is unable to be edited. You must cancel the payment that is currently setup and create a new one
      3. Selecting will allow you to temporarily suspend the recurring payment
        • Status is now “on hold” until it is manually changed
        • The icon will automatically change to when HOLD is selected
        • To return to status IN PROCESS and release the recurring payment from ON HOLD status, you can select this icon again
        • Selecting will cancel the recurring payment setup.
          • You must confirm the cancellation before proceeding`