Cardpointe - How To Create Billing Plans and Recurring Payments in Cardpointe Online.
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Hey everyone Brian Manning here with another Cardpointe tutorial video on How to create billing plans and recurring payments within the Cardpointe Virtual Terminal.
This function is gonna be particularly useful if your company allows payment plans or charges periodically for memberships or subscriptions for services and you would like to automate the payment process so you don’t have to worry about manually typing in credit card numbers each month.
Furthermore, creating an actual billing plan this way, allows you to properly store and encrypt cardholder data within the Cardpointe system so you never have to worry about your customer’s data being compromised.
Remember, you never want to store cardholder data in paper files or on your own company servers.
So if you have recurring payments you want to create billing plans.
Here’s how you do it!
Once you’re logged into Cardpointe, just come over and click on the Billing tab from the main menu.
When it loads the sub tab will read “Billing Plans” and “Scheduled Payments”
To create a plan, just click the NEW BILLING PLAN button and this screen will load.
Video transcript continued over at http://www.bancardsales.com
BancardSales; I agree. I am using your videos to train my CardConnect merchants. I would love to see videos that go over the deployment and use of CardConnect's native integration with ERP's. (Oracle, SAP, SAP1 and JD Edwards.)
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