Recurring & Scheduled Payments in Tricera Secure

Overview

Recurring Payments allow you to set up a schedule for transactions to run automatically according to a specified frequency. You can edit or modify the schedule at any time.

Creating a Recurring/Scheduled Payment

1. To create a recurring or scheduled payment, navigate to the Process Transaction tab in the left panel.
2. Enter the customer and card or check details as instructed in Processing a Transaction. 
3. Scroll to the bottom of the page and click the banner labeled Recurring Payment.
4. Check the Create recurring schedule checkbox.
5. Enter a title for this schedule in Payment Title field.
   
   
   
   
6. Choose when the schedule should begin using the First Run (EST) calendar.
7. Select a frequency for the schedule (daily, weekly, biweekly, monthly, bi 
monthly, quarterly, biannually, annually.)
8. Enter the number of times this transaction should run or select ongoing to 
auto-bill until the plan is manually turned off.
9. Click Process Transaction.

Modifying a Recurring/Scheduled Payment

1. To modify a recurring schedule, navigate to the Recurring tab on the left panel.
2. Locate the schedule you wish to edit.
3. Click that schedule and edit as desired.
4. Once you’ve completed editing, click Update.