Recurring Billing Plans

June 4, 2024

Description

How to create, view and edit a Recurring Billing plan

What's in this article?

A plan must be created within the Recurring Billing section of a your Merchant Services account, in order to set up a Recurring Billing event. If you have not signed up for Recurring Billing with your Merchant Consultant, you will not see the Recurring Billing section of your Merchant Services account. Plans contain information that specifies the billing amount and billing frequency for the recurring transactions. You can create multiple plans. The Recurring Billing subscription will link your customer's token information to a plan.

Recurring Plan Frequency

There are two types of plans that can be created:

Recurring: To process payments on a specific frequency with no specified end date to the payments and no specified number of payments.
Recurring with End Date: To process a specific number of payments on a specific frequency. This is usually used to give customers the option to complete a purchase within a specific timeframe.

Payment frequency options supported for both types of plans:

Daily
Weekly
Monthly
Quarterly (every 3 months)
Semi-annually (every 6 months)
Yearly

Managing Recurring Billing plans

Create a plan

Log in to your Merchant Services account in Business Advantage 360 online banking.
Select Recurring Billing > Payment Plans.
Click Add New Plan.

Enter plan information

Table of plan information fields and descriptions
Field	Description
Plan Code	The system will automatically assign a plan number. You can enter your own code if there is a unique plan code that should be assigned.
Plan Name	A name for your plan. This is a required field.
Plan Description	A description of your plan.
Billing Amount	The billing amount for this plan. Only USD currency is supported.
Currency	Leave as default. Only USD supported.
Billing Frequency	How frequently this plan should be billed.
Billing Cycle Options	If the plan is recurring, select Bill Indefinitely. Select Define Number of Billing Cycles to create a payment plan that ends after a set number of cycles, then enter the number of billing cycles below.
Setup fee	Optional. Enter a setup fee that is applied the first time a plan is billed.

Click Submit. Your new plan will appear in Payment Plans.

NOTE:
Once plan(s) have been created, you can create recurring billing events, or subscriptions, for your customers. Refer to Recurring Billing Subscriptions to create recurring billing events for your customers.

Edit existing plans

You can edit, activate, deactivate, or delete a plan. The following information can be edited:

Plan code
Plan name
Plan description
Billing amount
Billing cycles
Setup fee
Subscription update—change the plan for all new and existing or only new subscriptions

To edit existing plans

Log in to your Merchant Services account in Business Advantage 360 online banking.
Select Recurring Billing > Payment Plans.
Click the hyperlink in the Plan Code column to view the Plan Details page. If you have multiple plans, you can filter to find the plan you need to edit.
Click Edit.
Make desired changes to the plan.
Select Plan Change - Subscription Update > New Subscriptions Only or All (New and Existing Subscriptions).
Click Save.

To deactivate or delete a plan

Search for the desired plan and open the Plan Details page, then click the Deactivate plan or Delete a plan button in the top right corner.

NOTE:
This article is written for merchants who manage Recurring Billing within their Business Advantage 360 online banking Merchant Services account. (Business Advantage 360 is our Small Business Online Banking platform.) This article is not written for advanced e-commerce merchants who integrate to the Bank of America Gateway via our Card Not Present Integration Toolkit, and manage this service via API.