Recurring billing or AutoCharge is when you have a customer who wants their payment to be charged to a credit card or ACH automatically.
To use this feature you must use X-Charge for processing your credit card or be setup for ACH through RTO Pro to use the ACH payment option. For more info about X-Charge or ACH payments call 800-351-6299.
To setup recurring billing there are 3 steps, each step is detailed below.
1. 1st step is to setup the customers credit card and or ACH account info. You do this by clicking on the "Credit Card Info" (ALT-C) button on the toolbar in the Customer Maintenance screen(F11 from the payment screen or customer inquiry screen). The form below is where you enter credit card and ACH info. The card # can either be typed in or you can swipe the card. The minimum info required is the credit card number and Expiration date for Credit Cards. If the customer wished to pay by ACH make sure you check the "Use ACH for Recurring Billing" checkbox. Note that credit card info saved can also be used from the payment screen or load new rental / retail sale screen as a payment form, that way you can just charge the card on file if the customer requests it.
When the credit card # is saved the full card number cannot be retrieved again except for processing purposes.
2. Next step is to setup which of the customers contracts are to be AutoCharged. You do this from Contract Maintenance (Point of Sale Menu option 3, it can also be done from the Payment Screen by pushing F11 twice after you have the customer pulled up.
"Recurring billing # of pmts to Autocharge" If this is greater than 0 then this contract would be AutoCharged. If you want 1 payment to be charged at a time enter 1, if you want 2 payments to be paid when autocharging enter 2, etc.
"Days before due to Autocharge" If you want the charge to be processed on the day due this should be set to 0, if you want it to be charged the day before it is due enter 1, etc.
3. The final step is to actually run the recurring billing function. You can find this in the toolbar on the Point of Sale Menu. When this function is ran it will process all contracts that should be processed that day and charge the credit cards. The payment is entered in RTO Pro automatically and a receipt will be printed showing that it was processed by recurring billing
In Store Setup under the Credit Card tab you can choose to be reminded daily to process Recurring Billing.
