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Recurring Billing Reports

April 30, 2024

Description

How to create and retrieve Recurring Billing reports

What's in this article?

You can create a report subscription that will contain detailed information about recurring billing transactions.

To create a report
  1. Log in to your Merchant Services account in Business Advantage 360 online banking. 
  2. Select Reporting > Report Subscriptions.
  3. Click Create Custom Subscription in the top right corner of the screen.

    create custom subscription button
  4. Choose the File Format: CSV or XML.
  5. Enter a Report Name. This is a required field.
  6. Choose your report Subscription Frequency from the dropdown list: Daily, Weekly or Monthly.
  7. Choose your Subscription Time Zone and then choose a Start Time.
  8. Leave the Frequency as the default: Recurring Report Subscription.
  9. Select a report type from the dropdown list.  Report Type > Recurring Billing Detail Report.
  10. If desired, customize your report fields. Click the Remove icon to remove a field or select Add Fields at the bottom of the list to add additional fields to the report. Choose an order from the Order dropdown list or use the up and down arrows to reorder the fields. 

    Edit report fields
  11. Click Create.
To retrieve a report
  1. Log in to your Merchant Services account in Business Advantage 360 online banking Merchant Services account.
  2. Select Reporting > Downloadable Reports > Report List.

    NOTE: As the report generates, it will show a status of In Progress.

  3. Locate the report using Search filter, if needed.
  4. Select the Download icon to download the completed report. Report can be saved and manipulated in Microsoft Excel. A report must be in Complete status to download. 

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.

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