1. From the Merchant Dashboard, click the menu icon in the upper left (3 x 3 square icon), and select Virtual Terminal

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

• Repeat Every

  • Usability - More common - use this option when you want to have a fixed charge that is not prorated by the time passed within the billing cycle. For example, a quarterly subscription for a gift box or a monthly subscription to a gym that is not refundable if the customer cancels before the end of the month.

  • Enter a number and select:

    • Day(s)

    • Week(s)

    • Month(s)

    • Year(s)

• On day

  • Use this when you want to charge an amount that is prorated between the start date and the day of month you’ve set. For example, a retainer for a continuous service or a monthly subscription to a gym.

  • Select the day of the month

  • Select how often

    • 1 Month (Monthly)

    • 3 Months (Quarterly)

    • 6 Months (Bi-annually)

    • 12 Months (Annually)

    • Custom

6. When you have selected the desired schedule, review, then click Save Plan

1. From the Merchant Dashboard, click the menu icon in the upper left (3 x 3 square icon), and select Virtual Terminal

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

• The Add Subscriber sidebar will open

5. Click Bill To to search for a customer by name, or create a new customer by clicking Create New Customer Account.

• Please see Customer Accounts for more details on creating new accounts

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:

• Until Cancelled

  • This means the subscription will continue until you actively cancel it

• After

  • Input the number of payments to take before the subscriptions expires

• On Date

  • Select the End date for the recurring payments

  • End dates are not prorated

11. Click Continue

12. Review plan

13. Click Create Subscription

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

• The subscription will be canceled immediately

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

• A banner will display at the top of the plan details advising the deactivation, and that any plans active, will remain, until cancelled

1. In the Virtual Terminal, navigate to the Recurring tab

2. Select the desired plan

• Remember, only plans with 0 subscribers can be deleted

• Plans with subscribers can only be deactivated

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

• When a plan is deleted, it cannot be recovered