What is Recurring Charges and Card on File?

This application will allow you to create a customer, save their credit card information and the option to create a scheduled charge on that card.  You can save the card without the need to schedule a recurring charge if you’d like.

 

Scenario 1: Let’s say you are a doctor’s office and you need to save a credit card for a customer to be used whenever they have a new bill.  You would create this customer in the web app and add their credit card information.  Whenever you need to charge the customer’s card, you would find them within this app and click on one time charge.

Scenario 2: Let’s say you are a non-profit and would like to set up recurring donations.  You would create a customer and save their card.  You would then set up a recurring charge on that card.  Whenever you do create a recurring charge, the customer has to approve it, so the software will give you a link that you will need to send to that customer so that they can confirm that they approve the recurring charge.

Help:

The Zoomifi Recurring Charges and Card on File app is designed to allow you to use a webapp to create a customer, save a card for that customer and if needed, set up a recurring charge for that card and customer:

  1. Log into clover.com
  2. On the left of the dashboard, click on Recurring App.
  3. On the Recurring App website (after you’ve set up your Profile), click on the “Manage Customers” tab.
  4. Click on “Add Customer”.
  5. At this point, you can either create a brand new customer OR import a customer from your Clover’s Customers account.
  6. When creating a customer, you will need to put in a minimum of the following information: First Name, Last Name, Email Address and Credit Card information.
  7. At this point, you can either save the customer as is or add the “Recurring Charge Schedule” at the bottom.
  8. Click on the “Save” button on the bottom right hand side.
  9. IF YOU CREATED A RECURRING CHARGE SCHEDULE:  Once you have saved the customer with the recurring charge, you will be redirected to the saved customer profile.  Toward the bottom of the profile, you will find a line called “Recurring Payment”.  Next to this line will be a website link.  You must send this link to the customer from your own email (not from this software).  This link is unique to this customer and it requires the customer to confirm that they approve the recurring charge.  UNTIL THE CUSTOMER GOES TO THAT WEBSITE AND APPROVES THE RECURRING CHARGE, NO CHARGES ON THAT CUSTOMER’S ACCOUNT WILL HAPPEN.
  10. After the customer approves the recurring charge, the green On/Off switch will go to the Green On position next to the Recurring Charge line.
  11. To turn off the recurring charge, simply click on the “On/Off” button.

If you have any other questions or comments please contact us at support@zoomifi.com

FAQ:

Issue: Why can’t I see this application on my Clover Device?
Solution: This application is a Web App.  You will not see it on any of your Clover devices.  You can only access this application from your clover.com dashboard.

Issue: I’ve created a customer and a recurring payment, but no payments are going through?
Solution: Once you create a recurring charge, the software will provide you with a link to send to your customer.  This link needs to be sent to your customer and that customer has to agree to the terms of the recurring charge.  If you look at the customer’s profile, if that link is still in the profile, then the customer hasn’t approved it yet.  Once the customer approves the recurring charge, that link will disappear.

Issue: How do I know if a recurring payment is working?
Solution: There are two ways to know that a recurring payment is live and working.  In the “Manage Customers” tab, find the customer you’re looking for and see if the On/Off button is green.  If it’s green, the recurring payments are turned on.  If it’s grey, the recurring payments are turned off.  To see the actual payments, click on the blue link next to “PAST TRANSACTIONS”.  The other way to see these payments is to click on the “Transaction History” tab on the top right corner and search for the customer in that tab.
If you have any other questions or comments please contact us at support@zoomifi.com