Recurring Payments / Subscriptions | SpotOn Virtual Terminal
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Recurring Payments & Subscriptions
Recurring payment plans can be built within SpotOn Virtual Terminal, and are the perfect solution for managing subscriptions and/or membership programs. Once a plan is created, customers can be added to the plan and automatically charged at specified time. For example, a recurring charge could be set up for the 15th of every month or every X number of days, weeks, or months.
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Create a Recurring Plan
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2. Select Recurring from the menu on the left 3. Click Create Plan | |
4. In the Details section of the Create Plan sidebar, input the Name and Amount (Price) of the recurring plan 5. Select the Frequency type- Repeat Every or On day
6. When you have selected the desired schedule, review, then click Save Plan | Â |
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Create a Subscription
Once a Subscription/Recurring Plan is created, Subscribers can be added.
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2. Select Recurring from the menu on the left  | |
3. Select the desired Recurring Plan from the list | |
4. From the Plan Details screen, click Add Subscriber | |
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5. Click Bill To to search for a customer by name, or create a new customer by clicking Create New Customer Account.
6. Select desired customer, or create new customer account | |
7. Input payment details, or choose an existing payment method (card-on-file) 8. Click Save & Continue | |
9. Press Set Schedule to set the start and end dates 10. Input the Start date then use the End Date drop down menu to select when to end the subscription:
11. Click Continue  Please note the difference between the two types of plans:Â
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12. Review plan 13. Click Create Subscription Subscriber is now added to the Recurring Payment Plan |
Cancel an Individual Subscription
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1. Go to Subscription Details page 2. Select the desired Subscriber | |
3. At the top right of the screen, you can find the menu under More Actions 4. Click Cancel Subscription | |
5. When prompted in the sidebar, confirm the cancellation
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Deactivate a Plan
Deactivating a plan will block you from adding new subscribers to a plan. It does not mean the subscriptions within the plan are canceled.
The only way to delete a plan is by having no subscribers on that plan.
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1. In the Virtual Terminal, navigate to the Recurring tab | |
2. Select the desired plan | |
3. Click More Actions in the upper right corner 4. Select Deactivate Plan | |
5. In the Deactivate Plan sidebar, confirm this action by clicking Deactivate Plan | |
6. The plan is now deactivated
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Delete a Plan
Recurring Plans can only be deleted if there are no subscribers.
Action | Display |
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1. In the Virtual Terminal, navigate to the Recurring tab | |
2. Select the desired plan
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3. Click More Actions in the upper right corner 4. Select Delete Plan | |
5. In the Delete Plan sidebar, confirm this action by clicking Delete Plan
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Frequently Asked Questions
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What is the Plan List page?
The Plan List page includes all the plans you have created. You can filter the plans to see only active or deactivated plans by pressing the chip button:
Please note, the Active Subscribers column includes the sum of the active and scheduled subscribers.
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What is the Plan Details page?
On this page, you can see all the subscribers that are included in the plan. You can sort by start and end date, name, email address, or other details.
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What is the Subscription Details page?
This page includes the subscriber details, the subscription status, and payment history.
Subscription statuses:
Scheduled - a subscription with a future start date
On the start date, the subscription will become active
Scheduled subscriptions are still considered active in the totals
Active - a subscription that has started (at least one charge attempt) and the end date has not passed.
Expired - a subscription that reached its expiration date (end date)
Canceled - a subscription that you (the merchant) canceled proactively
The payment history located in the bottom part of the page includes all the expected billing periods of the subscription. Whenever a payment is being made, you can find it under the billing period.Â
If and when there are cases where there are several failed transactions and you have to manually charge them, find the manual charges listed in the current or last billing period.
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