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.