Recurring Credit Card Module: How to Add and Manage Recurring Charges

Metadata: Created November 2024, Product:  PAC Classic

Introduction

Learn how to utilize PAC Classic's Recurring Credit Card Module to efficiently manage recurring charges for individuals. This guide provides step-by-step instructions on adding recurring charges, managing credit card information, monitoring transactions, and handling failed transactions.

Step-by-Step Guide

1. Add a Recurring Charge to an Individual:
   • Go to the Individuals Tab and search for the individual.
   • Edit the individual's profile.
   • Navigate to the Recurring Credit Card Modules section and choose "ADD".
     
     
   • Fill in the required fields such as Amount of each payment, Frequency, Source, Category, etc.
     
     
   • Enter credit card information.
   • Set the Next Billing Date for the first charge.
     
     
2. Managing Recurring Charges:
   • Charges are sent immediately to PayPal and can be accessed via the PayPal manager console.
   • There is no automatic email notification to the donor when the charge occurs, but you can send an email through PAC Classic.
   • Monitor transactions in PayPal using the Daily Activity report.
   • Use PAC Classic's search and export fields to manage transactions and donors.
     
     
3. Reporting and Export Fields:
   • Utilize the following export fields under the Individual Tab:
     • Indiv. Recurring CC Exp. Date
     • Indiv. Recurring CC Frequency
     • Indiv. Recurring CC Status
     • Indiv. Recurring Next Billing Date
4. Handling Declined Transactions:
   • Failed transactions are shown in the PayPal manager console and are sent via email.
   • Check the Declined Transaction Codes in PayPal for error details.
   • Set up email notifications for failed transactions in PAC Classic Admin/PACs.
     
     
5. PayPal Login Info / Set Up:
   • Fill in the required fields in Admin/PACs once the Recurring Credit Card module is enabled.
   • Enter Signio Partner ID, Signio Merchant ID, Signio User ID, and Signio Password.
   • Specify the email address for error notifications and customize the failed transaction email body.

Please Note - If you do not see these fields, please reach out to PAC Support or your Account Manager.

Troubleshooting

• Issue: Failed transactions or errors in the PayPal manager console.
  • Solution: Review declined transaction codes and error details in PayPal, and set up email notifications for failed transactions in PAC Classic.