Paradata RecurPay

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Paradata RecurPay
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Paradata RecurPay Overview
Paradata RecurPay provides merchants with the
ability to setup and schedule customers for
recurring payments through an easy to use
interface. The merchant can streamline billing
operations and save money through the benefit of
revenue assurance, better cash flow, and customer
loyalty.
The recurring payment tool gives merchants the
ability to bill and collect from their customers
every month or at specified billing periods.
Through a secure web interface, merchants can
easily add, modify, or delete accounts to be
charged on a recurring basis.
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Key Features
Setup scheduled recurring payments weekly,
biweekly, semimonthly, monthly, quarterly and
annually.
Update and maintain billing information through
an easy to use, web based interface
Automatically email payment confirmation to
customers
Receive daily summaries of transaction results
Receive email summaries of expiring credit cards
and recurrences that are ending
Use the batch upload manager to setup multiple
customers and recurrences at once
Export and import customer, transaction, and
recurrence information
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Who its For
Associations and Not-For-Profit
Organizations Insurance Agencies Governments
and Municipalities (utilities)  
Health and Fitness Clubs Social Clubs ISPs
and Webhosts Magazine Subscription Services Any
Merchant with Recurring Monthly Fees
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Logging on
  Upon signing up for Paradatas payment
service, the merchant receives an introductory
Ready Go Email containing a link to Paradata
RecurPay, as well as their User ID and Password
information.   To login, merchant visits
https//etools.paygateway.com/RecurringTransaction
s/
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Navigation Options   The primary functions of
the Recurring Billing tool can be accessed from
the navigation panel located on the left hand
side of the screen  
 
Navigation Options
Customer Account Manager
The Customer Account Manager page allows you to
create and manage customers, and subsequently
manages the customers recurrences. The advanced
search options allow you to search for customers
easily and export the results.
Recurrence Manager The Recurrence Manager page
has advanced search options that allow you to
search for recurrences and export recurrence data.
View Transaction Page The View Transactions page
displays listings of occurrences (individual
transactions of a recurrence) in basic and
detailed views. It also has export functionality
so that the information can be saved on your
local machine.
Upload Manager The Upload Manager page allows you
to import data into the tool, and view the status
of uploads. It also provides a template that can
be used to create data files that the tool can
accept.
Merchant Preferences The Merchant Preferences
page stores global settings of your Paradata
RecurPay account, such as contact information,
recurrence defaults, and system and local
preferences.
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Using the Recurring Billing Tool - Setting up a
new recurring Transaction
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Merchant first logs on to the recurring billing
tool and chooses manage customer accounts from
the navigation menu on the left. From the
Customer Accounts menu the merchant chooses
Add Customer Account.
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Using the fields provided, the merchant enters
all of the new customers information. On
submission, the tool automatically validates that
all the fields contain the correct information.

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Once a new customer account has been added, the
merchant is able to confirm the account details
and setup a recurrence for that customer.
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To setup a recurrence, merchant clicks the Add
Recurrence button and fills in the required
fields.
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Recurrence ID This field allows the merchant to
define a individual ID for the recurrence.
Defining a separate ID for each recurrence allows
the merchant to setup more than one recurring
transaction for the same customer.

Description The merchant can use the
description field to describe the particular
recurrence.


Amount Specifies dollar amount for the
recurrence.
Notify Customer of Charge The merchant has the
option of emailing a transaction notification to
their customers following the completion of each
recurring transaction.
Period The period defines the frequency of the
recurring payment. Merchants can choose from
weekly, biweekly, semimonthly, monthly, quarterly
and annually.
Number of Retries Should the transaction be
declined for any reason, this field allows the
merchant to define the number of times the system
will attempt to process the transaction.
Start/End Date This menu allows the merchant to
setup the start and end dates of the recurrence.
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Once all the information has been filled out and
submitted, the addition of a new recurrence will
be complete. Within the same window, the
merchant has the option to view, delete, or add
an additional recurrence.
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Once all recurrences have been added, merchant
can continue their recurrence administration, or
exit the tool.
7.
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Bulk Upload Manager The recurring billing tool
offer merchants the option of setting up customer
and recurrence information both manually and
automatically. For large numbers of new
accounts, merchants can use the built in upload
manager to upload batch recurrence and customer
information in a single text file.
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Export Transaction and Customer Account
Details The built in export tools, allow
merchants to download comma delimited files
containing transaction information and customer
details. These files can then be used in
Microsoft Excel and other accounting programs.
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Merchant Notification Emails   Paradata RecurPay
automatically distributes email to merchants
notifying the following   - when recurrences
are about to expire - when customer credit cards
are about to expire - report of all successful,
declined, and failed recurrences.   The merchant
also has an option to be blind carbon-copied
(bcc'd) on all emails sent to their customers,
for reconciliation purposes.