How to create a scheduled payment

Scheduled Payment     Subscription Types    

1. Are you ready?
   
   In this tutorial we will learn how to create a scheduled payment. Scheduled payment is created in cases when there is a payment that is not included in a current payment plan of a customer, but it must be performed in the future.
   
   We will use the following parameters:
   

   Customer's Name: John Smith
   Description of the payment: Club dues
   Amount: $35
   Date: 12/31/2024
   Invoice: included (invoice is generated on the same day as payment)
   Type of payment: Credit card
   Credit card number: 1234567887654321
   Expiration date: 02/20
   Address:
   300 5th Ave
   New York
   10001, NY
   
2. Log in to the system using your Username and Password and switch to the Console Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
   
4. Click   Customersbutton in the top section of the screen.
   
5. Choose   List  menu item   from the list.
   
6. Locate   Search  groupbox
7. Enter John into the First Nametextbox
8. Enter Smith into the Last Nametextbox
9. Click   Findbutton
10. Locate   Customer Account List  groupbox
11. Click   View Customerbutton next to the desirable customer.
    
12. Locate   Scheduled Payments  groupbox

    screenshot
13. Click   Newbutton
14. Locate   New Scheduled Payment  groupbox in the opened form.
    
15. Enter Club dues into the Descriptioncolumn
16. Enter 35 into the Amountcolumn
17. Enter 12/31/2024 into the Datecolumn
18. Locate   Create Invoice  checkbox and check it off.
    
19. Choose Credit Card  radio button  
20. Locate   Credit Card  groupbox
21. Select Create new in Existingdropdown
22. Enter John Smith into the Name on Accounttextbox
23. Enter 1234567887654321 into the Credit Card #textbox
24. Select 02/20 in Exp Datedropdown
25. Enter 300 5th Ave into the Streettextbox
26. Enter New York into the Citytextbox
27. Select United States and New York in Statedropdown
28. Enter 10001 into the ZIP Codetextbox
29. Click   Savebutton

    screenshot
30. Congratulations, you are done!
    
    You have learned how to create a scheduled payment. Now you can do this by yourself.
    

Console perspective   Customer   Recurring billing