Merchant Features - Create Customer Billing Plans

Within every AMG SecurePay Merchant Portal account lay the ability for the merchant to create their very own Billing Plans. Once the plans is established in the system, customers can be assigned to that particualr plan or any other plan the merchant has layed out.

When creating your plan be sure to give it a title. This way it is recognized easily by anyone who needs to view the plan. The plan can be created for a group of people or an individual. It is up to you, the merchant, to decide what title to give the plan such as a group name [StevesTruckRepair] or an individual [ThomasAnderson]. There is no limit to the amount of plans you can create.

For each plan you will be asked to complete the following:

• Amount to Charge each Time [##.##]
• The frequency of the billing
  > This can be every 'X' amount of days. [I.E. 120 Days] or,
  > charged of a particular day of ever month [I.E. 2nd of each month]
• How many times to charge the customer [I.E. 12 times, or 0 = infinity or until stopped by the merchant]
• Plan Name / Description
• Plan SKU

After you have designed your plan you can review it, edit it or delete it. Be aware that any modifications to a plan will modify ALL customers linked to that plan. You can always re-visit all of your plans by selecting the LIST PLANS link in the Merchant Portal Navigation Bar.

Now that your plans have been created you can begin assigning your customers to any of the pre-determined plans. To add a customer to a plan, select the ADD SUBSCRIPTION link in the Navigation Bar and key in the information for the transaction now and going forward. You will also need to select what day to begin billing the customer as well. Once that is complete you can leave it alone unless you need to review or charge something with the Plan or the Customer / Subscriber.

* Important Note - The first transaction, for a customer that is linked to a plan, will need to be done first as a one-time transaction via the CREDIT CARD SALE or ELECTRONIC CHECK SALE links. The reason for this is there is information that needs to be transacted before a Recurring Billing Transaction takes place. Since PCI Compliance states that no one can store CVV2 Numbers, AMG SecurePay has to have a transaction with this information so the recurring transactions are linked to the CVV2 Number done on the original transaction