Schedule Repeat Payments     

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Viewing the Protx Payment Screen
Once you have an authenticated card on the system or a previous payment on the system by a card you can set up a schedule for the payments to be taken automatically.  There must also be an arrangement set on the account in order to facilitate this, see the section on Creating and updating an Arrangement.  Click on the Protx Payment folder in the left hand frame of the account manager screen.

The screen will be populated already with some information from the contact such as the Name in the "Card Holder" box and the address from the contact in the "Billing Address" box.  You will be able to edit these fields if you require.

 
Creating a Repeat Payment Schedule
Firstly select the card you wish to create the schedule for from the drop down menu in the "Authorise/Repeat" box.  The details of this choice will be populated in the various boxes in this screen.  Click the "Schedule Payment" button, which is the button with the small clock icon.

The schedule maintenance screen should load (above). You may add a description for the schedule or use the default which will be populated if acvailable.

Frequency:
Once Only - Select this if you are setting up a schedule to take only one payment.

Every 'x' Days - If you wish to set the schedule for a specific amount of days chose this option then enter the number of days in the "Days" box.

Monthly - If you require a monthly schedule select this option and chose the day of the month you wish the payment to be taken.  Click in the "Day" box and select the day from the drop down menu.  NB. If you select the 31st and the following month has only 30 days the payment for this month will schedule to be taken on the 30th instead.  Ascent will automatically default the payment to the end of the month if there are less days in the next month.

The date the payment will be next taken will display in the "Next Schedule Date (?)" box.

To disable the schedule you may check the "Disable" box.  No more scheduled payments will be taken when this is checked.

You may add a note if required in the "Note" box.

Click "OK" to save your changes.

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Ascent User Training Guide