CardPointe Billing Plans (2021) How to Create Billing Plans & Recurring Payments With CardPointe

#cardpointe #cardpointebilling #cardpointebillingplans
CardPointe allows you to create Billing plans for recurring payments through the CardPointe virtual terminal and in this video, updated for 2021, we’ll go through how to do it.
This function is great for your company charges customers periodically for products, services, memberships or subscriptions and you’d like to automate the billing process so you don’t have to manually type the credit cards each month.
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Video Script - INTRO
CardPointe allows you to create Billing plans for recurring payments through the CardPointe virtual terminal and in this video, updated for 2021, we’ll go through how to do it.
This function is great for your company charges customers periodically for products, services, memberships or subscriptions and you’d like to automate the billing process so you don’t have to manually type the credit cards each month.
Using billing plans with cardpointe is the proper way to store and encrypt cardholder data within the Cardpointe system so you never have to worry about your customer’s data being compromised.
As a quick reminder to remain PCI compliant, you never want to store cardholder data in paper files or on your own company servers.
Here’s how you do it!
Once you’re logged into Cardpointe, click on the Virtual Terminal tab in the main menu and select the billing plan tab from the Sub Menu as shown here.
To create a plan, just click the NEW BILLING PLAN button and this screen will load.
This page will look and feel very similar to the virtual terminal because it’s the same information.
If you’re creating a payment plan for a previously stored client or customer and they are stored in the customer vault already, you can simply search here and click to auto load the customer profile.
If you haven’t seen the Tutorial on how to store customer profiles, click the card on the screen or the link in the description to watch that video
If you’re creating a billing plan for a new customer enter the customer information manually.
Next you’re ready for the PLAN OPTIONS section so just scroll down
The first option you have is to choose whether to email a receipt every time the customer is charged. Just check the box for yes and uncheck for no.
Under the PLAN SCHEDULING section just select the frequency of the charge that you’d like and your choices are:
Daily
Weekly
Monthly
Yearly

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This is the updated for 2021 version of the CardPointe Billing Plans tutorial. **Important to note** that there is a "Cardholder Permission" section now that is a required field. If you have questions about CardPointe functionality, just comment here and let me know! -Brian