Overview
One or two lines explaining the Recurring Billing platform.
Customer Billing Contracts
Under Customer Billing Contracts, you are able to view and manage current and inactive Recurring Billing Contracts.
To set up billing contract, you will have already needed to do the following:
Create A Billing Frequency
Create a Contract Template
Create a Customer Account
To set your first
Customer Accounts
Under Customer Accounts, you can view and manage all of your customer account profiles.
To build a new customer account, click on the Create New Customer Account button on the top left. A popup window will appear.
In this pop-up, you are able to enter the account holder’s name as well as the external account number that you may be using to reference this recurring biller outside of BridgePay. Once you have entered at least the Customer Account Name, click Save. As you click save, you can start to work into the wallet.
Once you click Create Wallet, a new popup window appears.
Under this, you are able to put in the appropriate information for the wallet you are creating. Only First Name, Last Name, and Email are mandatory fields, but all the rest may be important to your organization for the need of. After you input that information and click save, another addition to the popup window appears for Payment Methods.
To set a payment method, you must first click on the “Add Payment Method” option on the left of the new blue bar that appears for Payment Methods. You have the option for Credit Cards or ACH. NOTE: You will only be able to collect and process ACH payments if you have a separate ACH processor connected to your BridgePay merchant account. You are able to include multiple payment methods so that if the first wallet fails, the second payment type can be processed and so on.
If you choose Credit Cards, another new popup window appears:
Below is the key for these fields for Credit Cards.
Account Holder Name = Name on the credit card being added
Address = Billing address of the card being added
City, State, ZIP = the matching city, state, and ZIP to the address on the card
Description = whatever information you want to add to describe the payment you’re adding. This will be displayed in the wallet list.
Account Number = the card number you are wanting to add
Expiration Date = the month and year on the card
Max Failures = the number of times this payment method will be attempted before this payment method is marked as inactive.
If you choose ACH, the following popup window appears:
Below is the key for these fields for ACH.
Account Holder Name = Name on the bank account being added
Address = Billing address of the account being added
City, State, ZIP = the matching city, state, and ZIP to the address on the account
Description = whatever information you want to add to describe the payment you’re adding
Account Number = the bank account number you are wanting to add
Routing Number = the matching routing number for the bank account you are adding
Account Type = the option to choose either a Checking or a Savings account
Max Failures = the number of times this payment method will be attempted before this payment method is marked as inactive.
When you have finished entering your information, click Save and this payment information will be added to the Wallet of the Customer Account you added and will appear in the list of wallets for the Customer Account.
Contract Templates
Under Contract Templates, you are able to set the dollar amount and contact information for a recurring payment that can be signed up for in a Wallet.
When clicking Create New Contract Template, a popup window appears.
If you are creating your first contract, you will need to fill out the Contact Details on your popup. If you have already created a contact, you will see that person’s name appear in the Contract Template Contact field.
Billing Frequency Templates
Under Billing Frequency Template, you are able to set the interval of time between each payment that is collected for a payee’s wallet.
When clicking Create New Billing Frequency, a popup window appears with two fields on the top.
Frequency Name
a text field for the title for the frequency amount you are creating
Interval
a dropdown that allows you to choose Daily, Weekly, Monthly or Yearly. By default, Daily is chosen first.
Once you have chosen the frequency you desire, a new set of questions appear for the option selected.
Daily
Allows you to set an interval of days before the payment is tried.
Ex: If you enter 1 as your interval, wallets with this frequency will be billed their amount every day. If you enter 5 as your interval, wallets with this frequency will be billed their amount every 5 days.
Weekly
Allows you to set an interval of weeks before the payment is tried. It also allows you to choose the day of the week (Sunday through Saturday) that the payment is tried.
Ex: If you enter 1 as your interval of weeks and choose Monday as your date, then wallets with this frequency will be billed their amount every Monday.
You have the ability to choose more than one day of the week, meaning that you can have the payments be charged on any combination of days for your weekly payment.
Monthly
Allows you to set on which date of the chosen month you want a payment to take place
Ex: You can choose to have the frequency take place on the 15th of every 3rd month.
You also have the ability to choose the which day of the week of a given month you want the payment to take place
Ex: You can choose to have the frequency take place on the Second Saturday of every 2nd month.
Yearly
Allows you to set how many years take place between your one payment
Ex: You can choose to have payments take place every 2 years on January 1st
It also allows you to choose the exact day that the payment takes place on, based on your year interval.
Ex: You can choose to have the payments take place on the Second Saturday of April
