Administrative module - recurring payments

How does it work?
 
 
Recurring payments are automated payments that are periodically (daily, monthly, yearly).  
Are related to consumption charges of goods or services such as memberships, subscriptions, policies or receipts with fixed value, which were previously authorized by the customer.  

Consider:
  • Recurring payments is only available for accounts in Brazil, Colombia and Mexico.
  • This functionality is not currently available in your administrative module, please contact your business advisor or write to sac@payulatam.com to ask for the activation.
 
In the administrative module the recurring payments are composed of:
Plan: This is the main element that defines the characteristics of the collections. It contains the value to be collected, the collection frequency, the number of retries to be executed when a collection fails, the number of testing days and the amount of payments that may be pending before canceling.
Client: When a client is registered in the system, the following options, that allow generating a subscription, are activated. The data needed to register a client are the name and contact email.
Once the client is created, it is possible to define the following elements:
  • Credit card: The credit card number, expiration date and additional address data.
  • Subscription: It is the relationship between a payment plan, a payer and a credit card and it is the element that triggers the execution of the corresponding charges.
  • Invoice: Additional charges or discounts to be charged on the next bill of a payment plan.
 
 
Plans  

The plan defines the feature set that defines the recurring payment, it contains the value to be collected, the frequency of collection, the number of retries to be executed when a collection fails, the number of testing days and the amount of payments that may be pending before canceling.

01. You must enter the Recurring Payments, menu, clicking on the Payment Plans option, in order to create a plan.

02. You must click on Create a new plan, in order to create a plan, the following options will display:

03. You will be able to see the log of all the created plans by clicking on the edit image button and you will have the option to edit the name of the plan or the number of retries if the collections fail.

 
Note:

The price or the frequency of a Plan cannot be edited, as these parameters affect the collections that are made to payers associated with a subscription.

 
 
Clients  

A payer is the unit that identifies who will be the recipient of a product or fulfilled service, and that it is tied to a recurring payment plan. It is composed of two elements: a name (or description) of the client and a contact email.

Once the client is created and associated with a payment plan, you may register one or more credit cards to make charges and generate a subscription.

01. In order to create a plan you must enter the Recurring Payments, menu, by clicking on the Payersoption.

02. In order to o create a plan you must click on the Create new payer, button, the following options will display:

03. Once you have created the payer you will be able to see him in the table of records, if you want to add a credit card and create a subscription, you must click on the row of the corresponding payer.

04. A window will display where you can register the credit cards and associate the payer with a plan, in order to generate a subscription:

 
Credit Cards:

You will be able to register credit card data by clicking the Add card button, such as the number or expiration date, you can also associate an address to that card. The payer may have multiple credit cards registered in his name.

Note: Credit card data such as the number, the name on the card or the expiration date are not editable.
 
Subscriptions:

You can associate the payer to a Plan of a product or service by clicking the Create subscription button and define a credit card to make collections. For example, if your product at the start of the subscription provides trial days then you can define the days, but if the plan also defined trial days, the subscription will have priority.

 
Additional charges:

You can add an extra charge or discount by clicking on the Add charge button, these values will only apply to the following collection of that subscription and will be valid once.