Recurring Billing

Occasionally we have people asking “how do we make this order recur?” This article will show the 2 methods of creating recurring billing.

Method 1 - Create a Product
This first option requires you to set up a product that has recurring billing attached to it. To do this go to the eCommerce tab and click Products. Create a new product and fill out all the general information.
In the Product Details box there is a link called ‘Show More Options’. CLick this, and more boxes will appear.
Jump down to the Miscellaneous box.
There is a drop down labelled ‘Cycle Type’ this poor choice of words means ‘How often do you want the order to recur”. The default is once. You have the options for Once, Daily, Weekly, Fortnightly, Monthly, Quarterly, Half yearly and Yearly. The dates of these recurrences are based on the anniversary of the first payment, not the beginning (or end) of the calendar month.
Once you select the cycle you want this products recurring billing to take, Save the item.

Both you and the customer will be notified the date and time that the payment is scheduled.
If a customer wishes to be removed from the recurring billing you need to go into the order record. The easiest way is to search for the customer and go into their record and click on customer’s orders. Then select the order and go to the  ‘Recurrence/Direct Debit’ tab at the top of the Order Details window. In the date field that is labelled End Reoccurrence select the date that the payments are to end.


Method 2 - Create Recurring Order Manually
You can use this method for a new order or an order that has already been created within the system.
First go into the order’s record and go to ‘Recurrence/Direct Debit’ Change the status to Enabled and then select the Cycle Type for this order. Then select the date the date for the next invoice to be sent out. If there is no limit to the length of the recurring order leave the ‘End Recurrence’ field blank. If it does have an end date then enter the date of the last billing to be sent out.
Once you have done this, select the payment method and enter in the appropriate details.

When done click Save & Finish.

If a customer makes an order through the system and then requests it to be recurring use the same process as above to change it from a once off order to a recurring one.