You can access the Recurring Orders List from the Menu drop-down. Manage > Recurring Orders. This list will show you all the existing Recurring Orders that are established in ePayTrak. This list is sortable by Last Name, Transactions Left, Description and Next Transaction Date. These sorts are especially valuable when administering many recurring schedules.
You can delete an entire recurring schedule from this list. Click on the Red X and you delete the entire schedule. If you wish to Edit the schedule, click on the blue Edit button.
Clicking on the blue Edit button will open the schedule at the bottom of the window as shown below. In this example, I clicked Edit for child care payments for Bill Peterson. This Product has a variable price, you customize the amount paid by each customer and you can easily change those payment amounts. There are five payments remaining on this schedule for $50.00 each.
But, we want to change the schedule only for the January 20th payment to $45.00. Easy in ePayTrak. (This feature isn't available if using some surcharge features.)
Click in the Total Price Window for the January 20th payment and enter the new amount of $45.00. Then click the 'Update Prices' button at the lower right of the screen. That will update the schedule as shown below. To edit an amount in a recurring schedule, the product must have a variable price.
You must click the Update Prices button for your changes to be saved.
Tip: You can also edit a variable recurring order from the User Profile screen for your convenience.
With Multisite, you can now create recurring payments from within an order itself. This is especially helpful to create a recurring payment schedule for orders that are unpaid as seen in the example below. You have several options for creating recurring orders.
Some schools prefer to have the parent register for Child Care for example for a small fee in order to capture the credit card information in order to create a recurring schedule. Then create new orders for the balance of the schedule.
You could use options and variants so a parent can make a purchase and then have the rest of the payments on a recurring order. The example below shows the options the customer has.
The Customer completes the order with the Recurring option. The admin will then open the order to create the recurring schedule. Click Edit Order Items on the left side menu. Click Add Product and select the hidden product we created for a $300 balance and click Save.
You will want to leave the $50 product as well as the additional $300 we just added. Note the order shows the $300 remaining balance correctly. You can ignore the surcharge fees, they will be added automatically and you don't need to adjust for them.
We have now have to create the recurring schedule.
Click the Payments tab and click Add Recurring Payment. Then choose a schedule. I set these up to run three times for $100 each on the last day of the month. Adjust the payment amounts, Start Date, End Date, and add how much to pay each recurring transaction. ($100)
Then click on Pay with Credit Card.
The schedule you created is available to view or edit under Manage > Recurring Orders as shown below. The listing at the top is the recurring order we just created. Three $100 payments at the end of July, August and September as expected.
We have improvements on the way for creating recurring orders. In the meanwhile, using Student Fees instead might be a good solution if creating the recurring schedules becomes cumbersome.