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CardPointe How To Create Billing Plans & Recurring Payments

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Cardpointe - How To Create Billing Plans and Recurring Payments in Cardpointe Online. Associated Video Article: http://www.bancardsales.com/cardpointe-creating-billing-plans-video To Schedule with a Cardpointe Specialist: http://www.bancardsales.com/get-cardpointe Video Transacript: 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 https://youtu.be/AGblUa9vX3c
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Text Comments (5)
Miguel Gracia (1 year ago)
Excellent video Brian. This is what I have been requesting from the CardConnect marketing team. Glad to have come across these videos.
livydman (1 year ago)
BancardSales; thanks Brian. I reached out to you on LinkedIn. We have a lot of mutual connections.
BancardSales (1 year ago)
Glad the videos are helpful. I'll get those topics added to my list and thanks for the suggestion. If you'd like some specific elements included, feel free to PM me. -Brian
livydman (1 year ago)
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.)
BancardSales (1 year ago)
Hey Miguel, Thank you and glad you found it helpful. If you have any other topics, PM me or leave a comment and I'll get the topic added to the list. -Brian.

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