Recurring Billing Subscriptions

A Recurring Billing subscription combines the customer's payment information (their token) with the Recurring Billing plan. The subscription defines when the payments will start and how long they will last. You can create a subscription with a new customer, which will create the customer token at the same time your create the subscription, or you can create the subscription using a customer token that you created previously. If needed, you can update or cancel a subscription at any time.

To create a Recurring Billing subscription 

1. Log in to your Merchant Services account in Business Advantage 360 online banking. 
2. Select Recurring Billing > Subscriptions.
3. Click Create New Subscription.
   
   
4. Select whether you are creating a subscription for a new customer or whether you will use an existing customer token:
   
   
   To enter new customer payment details

   1. Enter the customer details for the new customer:
      
      
      • Enter a reference number for the customer. This is a required field and will help you identify the customer later. 
      • (Optional) Enter an email for the customer.
      • (Optional) You may add additional fields. Click Add and then enter the information of your choice.
      • Click Continue.
   2. Enter the payment details for the customer:
       
      • Select Credit/Debit card in Payment Methods.
        
        
        
      • Enter the card details, including card type, card number, expiration, and currency. 
      • Enter the Billing Address details for the cardholder.
      • Click Continue.
   3. Indicate whether the shipping address is required for this subscription. If yes, enter the shipping address details.
      
      
   4. Click Continue.
   To select an existing customer token

   1. Enter the existing customers First Name and Last Name.
   2. Select Search. 
   3. In the search results, click Select next to the customer's account. 
      
      
5. Enter the Subscription Details:
   • Enter a Subscription Name, which can be the name can be the customer’s last name, a customer number, or whatever is most helpful to the you. This is a required field. 
   • Enter a Start Date to begin billing. 
   • (Optional) Enter a Subscription Code if there is a unique code that should be assigned; otherwise, the system will auto-assign a consecutive subscription code number. The Subscription Code can be letters or numbers.
   • From the Billing Plans dropdown list, select a plan to associate to the subscription. 
     
     
   • Click Apply. 
     

     NOTE:
     You many edit the Billing Amount and Setup Fee associated with the plan for this specific customer by clicking the pencil icon. While the Billing Amount and Setup Fee can be updated at the subscription level, this is not recommended. To keep consistency for all subscriptions assigned to a specific plan, we recommend that this information not be changed. If necessary, the merchant should create a new plan and then associate the plan to the subscription.

6. Click Create Now.
    
   
   
7. Click Yes, create to confirm the new subscription. The Subscription Details screen will appear. 

To cancel or reactivate a subscription

1. Log in to your Merchant Services account in Business Advantage 360 online banking. 

1. Select Recurring Billing > Subscriptions.
2. Locate the subscription and click the Subscription Code hyperlink.
3. From the Change Status dropdown list, select the to cancel or reactivate.