Recurring Payments (Centerbase Payments)

Setting Up Recurring Billing

To facilitate recurring transactions, merchants can set up a billing plan directly through the Merchant Portal. Here’s how to configure recurring billing:

1. Create a Recurring Payment Plan

• Access the Portal and Initiate Plan Setup:
  • Visit MerchantPortal.Centerbase.com and log in.
  • In the left navigation pane, select "Recurring Payments" then "Plans," and finally click on "Add Plan."
• Plan Details:
  • Name: Assign a name to your Recurring Payment Plan to easily identify it later.
  • Amount: Specify the amount to be charged regularly.
  • Plan Schedule: Define how frequently the charges should occur. Enter a number to set the frequency.
  • Interval: Choose the unit of time for the billing cycle (days, weeks, months, years).
  • Description: Provide an internal description for administrative reference.
  • Max. Consecutive Failures: Set a limit for the number of consecutive payment failures allowed before the plan is halted.
  • Transaction Description: Write a client-facing description that will appear on their statements, clarifying the nature of the charge.

This structured approach helps ensure that your recurring billing is set up accurately and efficiently, providing clarity and consistency for both the merchant and the customers.

2. Adding a Customer

To ensure accurate billing, you first need to set up your customers in the Merchant Portal.

• Customer Setup:
  • Navigate to "Customers" from the left navigation pane and select "Add Customer."
  • Fill out all required fields in the form and click “Add” to save the customer profile.

3. Linking Plan to Customer and Adding a Payment Method

Once your customer and plan are ready, you can link them together and establish a payment method for recurring billing.

• Setting Up Recurring Billing:
  • From the navigation menu, select “Recurring Billing” then “Add Recurring Billing.”
  • Fill in the necessary details for the recurring billing setup:
    1. Recurring Schedule: Set the start and end dates for the billing period.
    2. Payment Plan: Select the appropriate payment plan from a dropdown list. You can also add a new plan if necessary.
    3. Tax: If applicable, add a tax rate.
    4. Consecutive Failures: Specify the maximum number of consecutive payment failures allowed.
    5. Payment Method: Enter the customer’s credit card or e-check/ACH payment details to facilitate the recurring charges.

This process ensures that each customer is linked to a specific payment plan with a designated payment method, streamlining the recurring billing process and enhancing the accuracy of each transaction.