Recurring transactions require a Customer and a Wallet to be configured before a Recurring Payment can be set up.
There are the three parts to creating a Recurring Profile:
Create Wallet for Customer
Create and Link Wallet to a Recurring Profile
There are 2 types of Recurring transactions in Transaction Express:
Auto Recurring transactions will automatically process based on billing criteria supplied in a Recurring Profile. Auto-Recurring transactions will need a Customer, a Wallet and a Recurring Profile set up in order to be processed.
Manual Recurring or "Wallet" transactions will process when payment is triggered for the Customer and Wallet in question.
Manual Recurring transactions will need a Customer and a Wallet set up in order to be processed.
Access this by selecting My Services > Recurring or My Services > Wallet. User will be routed to the Customer Search screen.
The Customer Search Screen provides the ability to search for an existing customer and allows the addition of a new customer to the TXP account.
Searching for an existing customer can be accomplished by supplying any of the following data elements:
Full Name: This is the Full Name of the Customer when the Customer Profile was created.
Account Number: This is the Account Number which was entered in a Wallet for an existing customer.
Customer ID: The Customer ID which was assigned when the Customer was added to the system.
Wallet ID: The Wallet ID which was assigned when the Wallet was added to the system.
Wallet Description: The description you assigned to a Wallet when it was added to the system.
Customer Reference ID: The Customer Reference ID you assigned to a Recurring Profile when it was added to the system.
A wildcard character of * can be used to search any field listed above if unsure of the value being searched for.
A Wildcard character of * is allowed in most of the search fields in Transaction Express. If only partial information is available, a Wildcard search can be performed by supplying the portion of the data being searched for led or trailed by an *. Once again, Most search fields in Transaction Express will allow a Wildcard search.
For example, by placing 4* in the Account Number field, all Account Numbers which begin with a 4 will be returned. If *4 is used, all Account Numbers with a 4 as a subsequent character will be returned (e.g. 4111111111111111 or 4111111111111114 respectively).
Selecting Submit will trigger a search for existing customers based on the provided criteria.
Selecting Add Customer will route user to a blank Customer Profile where up a new Customer can be set up.
Customer Search with Matching Results:
The grid shown above reflects how the Customer Search will be returned. If there are existing Customers which meets the search criteria, they will display in a similar manner.
If there are no Customers which match the search criteria, a "No Results Found" message will return.
There are 2 fields which contain actionable links on the returned customer results:
Customer ID – This will route user to the Customer Information screen. From here user can view all Wallets and Recurring transactions which are configured for this Customer.
Full Name – This will route user to the Add/Update Customer screen. From here user can update the information saved with this Customer’s profile.
Add / Update Customer
Add/Update Customer Screen:
Fields highlighted in blue are required to add a Customer.
Customer ID – This is a system assigned value when a Customer is created.
Customer Status – Required and defaults to Active. This indicates if a Customer is Active or Inactive. A Customer cannot be deleted, but can be switched to Inactive if no longer needed.
Company Name – This is the name of the Customer.
Full Name – Required – This is the full name of the Customer.
Address Line 1 – This is the street address of the Customer.
Address Line 2 – This is the continued street address of the Customer.
City – This is the city of the Customer.
State – This is the state of the Customer.
Zip/Postal Code – This is the zip code of the Customer.
Phone – This is the contact phone number for the Customer.
Email – This is the email address of the Customer.
Once the required fields (and any others) are filled out select the Add Customer button.
When Add Customer is selected, user will be displayed a pop-up which will display the Customer ID assigned to the new Customer. This pop-up will also prompt if the user would like to add a Wallet to this Customer. The Wallet is where the payment information for the Customer will be saved.
If Yes, you will be routed to the Add Wallet / Update Wallet screen (as shown in Part 2).
Recurring Part 2 – Wallet Management
Add / Update Wallet
A Wallet is where a Customer’s payment information will be stored. All information saved in a Wallet is stored on our secure servers and once saved, the full Account Number will not be visible on the Wallet screen, protecting the Customer’s payment data.
Add / Update Wallet screen:
After adding a Customer and being routed to the Add / Update Wallet screen, the Customer ID and the Full Name of the customer being modified will display at the top of the screen.
Much like when adding a Customer, fields which are highlighted in blue are required fields to complete a Wallet set up.
Wallet Description – This will be the Name of the Wallet being added (e.g. Ben’s Visa). Customer Reference ID – This is a 50 character field in which any information which will help identify this Wallet in the future can be added. Payment Type – Required – Defaults to Credit Card. Additional options will include ACH selections once available. Wallet Status – Required and defaults to Active. This indicates if a Wallet is Active or Inactive. Account Number – Required – Credit Card Account Number. Expiration Date – Required – Credit Card Expiration Date.
Once the Wallet information is provided, press add to save the Wallet information and associate it to the Customer.
When Add Wallet is selected, a pop-up will display the Wallet ID assigned to th
This pop-up will also prompt the user if they would like to add a Recurring Payment to this Customer. The Recurring Payment is where the payment frequency information for the Customer will be saved.
If Yes, user will be routed to the Add Recurring Payment / Update Recurring Payment screen (as shown in Recurring Management Part 3). This is where Automatic Recurring Payment information can be set up.
If No, this Wallet set up is complete.
Now that there is a Wallet associated with this Customer, it can be accessed at any time to set up new Auto Recurring Payments or to trigger 1 time Wallet transactions.
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