How to Set Up Recurring Payments

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How to Set Up Recurring Payments

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Click on CustomerActivityButton and select the customer. The customer MUST be present to activate recurring payments.

 


 

Click on ProcessRecurring.  The following screen will appear:  

 

SetupRecurring

 


 

Click on AddPaymentMethodButton.  The following screen will appear:

 

AddCCorChecking

 


 

Clicking on AddCCButtonwill go to a web page in which the information can be securely entered.

 

WebAddCreditCard


 

Clicking on AddBankAccountButtonwill direct to a Frazer screen in which to enter the appropriate information.  

 

 

EnterBankInfoScreen

 


 

After entering either credit card or bank account information, the option to add the payment and print an authorization form becomes available. More than one payment method can be entered, either as options for one time electronic payments or to change the source of the recurring payment at a later date.

 

PaymentMethodsAuthorization

 


 

 

After a customer is set up for recurring payments, a reminder will appear in the Enter Payments and Other Transactions screen. Other payments may still be entered for the customer, whether manual or electronic (i.e. payments for fees or repair balances).

 

RecurringReminder

 

 


   

Next: How to Process Recurring Payments.

 

 

Used Car Dealer Software by Frazer Computing, Inc.