Article Topics

• How to Access the Recurring Manager
• Column Header Overview: Recurring Manager
• How to Export Recurring Data
• How to Delete Recurring Data
  

Before Getting Started: Navigate to Recurring Manager

1. First, on the “Welcome Home” screen, select the “ECOMMERCE” module located to the left-hand side of your screen in the sidebar menu. 

2. Next, in the drop-down list select the “Recurring” option.

  

3. You will now be prompted with the "Recurring Manager" window.
 

Column Header Overview: Recurring Manager

• Name: This column will display the customer name or company that has established recurring payments.
• Recurring ID:This column represents the ID number that will be generated by our system specifically designated to a recurring payment.
• Invoice ID: This column will update you on the invoice ID of the recurring payment in question.
• Start Date: This column will display the date on which the recurring payment started.
• Frequency: This column will display how often a recurring payment will take place.
• Status: This column displays the current state of the recurring payment.
• Amount: This column displays the dollar amount set for recurring payments.
• Options: This column will grant the user the ability to edit and delete a customer's recurring payment.

How to Export: Recurring Data

1. When on your Recurring screen, select the blue "Export" button located towards the top right-hand side of your screen next to the print button.

2. Next, from the dropdown menu, select which format type you wish to export as.

Note: The following format types are permissible for exportation: Excel, CVS, PDF

How to Print: Recurring Data

1. When on your Recurring screen, select the blue "Print" button located towards the top right-hand side of your screen next to the export button.