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  1. PaymentStars
  2. Converge (Formerly My Virtual Merchant)
  3. Payments

Set Up a Recurring/Installment Payment

Recurring/installment payments enable you to bill your customers at regular intervals for a set amount and provides payment flexibility for your customers.

*Note: Our Product Designers are working diligently to update the page nomenclature in Converge.

Requirements

  • Recurring payment functionality must be enabled for your account. If you aren't sure whether this is enabled on your account, please contact the Converge Support Desk at 1-800-377-3962.

  • Recurring Payments are visible through a mail order telephone order (MOTO) terminal or an internet account.

  • The user creating the transaction must have recurring transactions enabled under their user rights.

To create a recurring/installment payment, complete the following steps:

1. Click the Recurring tab.

Click Recurring in the left menu


2. Click Add A New Recurring.

On the Recurring Transactions screen, click the Add a New Recurring button located in the upper right corner.


3. In the Amount Section on the New Recurring Payment page, select a product from the product catalog or manually enter the pricing details for the recurring/installment payment. All fields marked with a red asterisk are required. Select Recurring or Installment in the Order Section, then select Start Transaction.



4. Complete the Billing Address section. Use the Search Customers field to select an existing customer profile to charge the payment to or manually enter the payment, billing and shipping information. Scroll down to complete the Order Section and select Recurring or Installment as the Transaction Type. Complete the Shipping Address section if it is not the same as the billing address. Click Create.

Scroll down to complete the Billing Address section. Use the Search Customers field located under the Order Section heading to select an existing customer profile to charge the payment to or manually enter the payment, billing and shipping information. Scroll down to complete the Order Section and select Recurring or Installment located under the Transaction Type heading. Complete the Shipping Address section if it is not the same as the billing address. Click Create at the bottom of the screen.

A confirmation screen will be displayed indicating that you successfully scheduled a recurring payment or installment payment. If you select Complete, you will still be able to see the transaction in your list of unsettled batches.



A confirmation screen indicates that you successfully scheduled an installment payment. If you select Complete located at the bottom of the confirmation screen, you will still be able to view the transaction in your list of unsettled batches.
   

5. Click Process Now. You will be prompted to Cancel or Confirm the recurring payment or installment payment.
 
Click Process Now located above the Complete button at the bottom of the confirmation screen. You will be prompted to click Cancel or Confirm for the submitted transaction.


6. Click Complete.

On the Approval screen, click Complete located at the bottom of the screen to finish the process.

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  1. Justine Krebs

  2. Posted

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