This article will walk you through creating a payment plan within the Complete Gateway.
Once logged into the Complete Gateway proceed with the following steps.
1. Go to your Customer's Tab located in the top menu bar.
2. Select the "Add Customer" button at the bottom of the screen.
3. Fill in the customer's pertinent information. All of the information is not required, but the more information to identify the customer, the better, in case of customers with similar names.
4. Add a Payment Method by clicking "Add" button under "Payment Methods". This will open up a popup screen to add a card to the customer. Please be aware that you are not able to save the CVV code to a recurring billing customer as it is not PCI Compliant. Click save after adding the card information.
5. Click the "Recurring Billing" tab on the customer information box.
6. To schedule a recurring payment, select what day of the month, or how many times a month you'd like your customer to be billed.
IMPORTANT: The start date is not the first payment of the recurring billing, but when you have first saved them as a recurring billing customer. Their first payment is technically on the "Next" date when you first add them into the system.
Num Left: This field is for how many payments left you'd like to charge your customer; i.e, if you enter a 7 into this field, the system will charge them 7 more payments and then stop the recurring payment. If there is an asterisk(*), it will continue the recurring payment indefinitely until you cancel their payments.
Tax: This field does not add tax to the final amount of their payment; it will show on their receipt how much of their payment was tax.
Each Pmt Amt: This field is where you will enter how much you wish to charge your customer for each payment.
Category: Leave as Recurring
User: This field will show in the report who set this recurring payment up.
Click "Save & Close" to add them into your list of customers.
7. The Virtual Terminal tab: This tab is where you can run a transaction specifically for this saved customer with their saved payment method if they happen to miss a payment or would like to make an additional payment.