This guide will show you how to create a new customer subscription.
WHAT RESOURCES WILL YOU NEED?
- N/A
WHAT RULES WILL NEED TO BE FOLLOWED?
You can only create a new customer subscription after you have registered the customer details.
STEP-BY-STEP INSTRUCTIONS
- Log into Merchant Back office
- Navigate to Data Vault > Customers > New Customer, then fill in the new customer details
- Once created, click on the customer, scroll down and select “New Subscription”
(Note: You can also access the same pages from Transactions > Subscriptions > New Subscription options.)
- While creating the new Subscription, choose the biller code, enter the details and also choose the recurring amount, frequency, Start date (the start date can only be a future date, NOT the date you create the new subscription) and End Date.
You can choose the end date as:
- No end date – if you are not sure of when the subscription will end.
- End after – If it is based on number of payments (e.g. – end after 7 payments)
- End on – a Specific date when it will be over.Scroll down to find “Add Payment Method” (for new customers) or already saved payment methods for existing customers.
- Scroll down to find “Add Payment Method” (for new customers) or already saved payment methods for existing customers.
- Enter Payment details or request payment details from the customer.
a) Fill in the details of the customer along with the card details
b) If you don’t have the card details, click on “Request payment details” tab and enter the customer and email address.
(Clicking "Send" will send the payment request to the customer’s email. Once they provide the details and respond it will update their payment details in BPOINT automatically.)
- Once you have the card details saved, you’ll see it as an option under Payment Methods.
- You can then click on Save. The subscription will be Live. You can find your Active Subscriptions under Transactions > Subscriptions.