IntelliPay Recurring Billing guide

The IntelliPay Recurring Billing system allows you the merchant to setup re-ocurring payments from your customers. You can setup recurring billing so that transactions are billed on a daily, weekly, monthly or yearly basis. This allows you to enter your customer information into your IntelliPay account, then setup a designated payment to bill at a specified time. This allows you the merchant to have completely automated payments without having to manually enter the card number information every time you want to charge the card. This eliminates the security risk of you having to store the credit card number.

IntelliPay Recurring Billing Main Menu

From this area you can choose to search your existing IRB entries, add a new IRB entry, or you can use the advanced mode and have even more control over the data you enter.

Searching IRB for already entered information

To search for any IRB transactions that you have entered into the system, click on the Go button next to Search IRB. Then enter any search criteria you would like to search by. You can enter 1 of the items or you can enter a combination of items to refine your search results.

Subscription Status:

Enabled - Any currently active IRB transactions you have entered.

Suspended - IRB transactions that you have placed on hold or temporarily stopped from processing.

Canceled - IRB transactions that you have cancelled or do not want to bill.

Subscription Start Date:

From Date - Date that the subscription starts from.

To Date - Date that the subscription is to.

Next Billing Date:

From Date - Date from the next billing.

To Date - Date to the next billing.

Card Information:

Last 4 - Last 4 digits of the credit card that you have on file for the IRB transaction.

After you have selected your desired criteria for searching, click on the submit button at the bottom of the page. The results will be displayed on the next page that appears.

Add New IRB transaction

This is the section where you can setup a new IRB transaction. Enter all the details into the form about the new transaction. Fields marked with a red line next to them are required.

1. Login to your SAMS by going to https://www.intellipay.net/Merchant/ and enter in your Login Name and Password.

2. Click on the Go button next to Recurring Billing.

3. Click on Add New IRB at the top of the page below the heading of IntelliPay Recurring Billing. This will open the IRB Information form. This is where you enter all the subscription details.

4. When you have entered all of the form details, click the submit button at the bottom of the page.

IRB Field Definitions

IRB Setup

Subscription Name - Name of the Recurring billing subscription.

Amount - Recurring amount charged.

Start Date - Date to start the recurring billing.

Bill every - How often the card will be charged.

Ends after - When the billing will end or stop charging the card.

Payment Information

Transaction type:

Normal Auth - Normal charge to the card.

Pre Authorization - Pre authorization only. Check the card to determine if it is a valid card and the amount is available.

Payment Method - Type of card that will be charged. Visa, Mastercard, American Express, Discover.

Credit Card Number - Credit Card number to be charged.

Expiration Date - Expiration date of the card.

Customer Information

Customer ID - Your ID for the customer.

Name - IRB subscription/customer name.

Street Address - IRB subscription/customer address.

City - IRB subscription/customer city.

State/Province - IRB subscription/customer state.

Zip/Postal Code - IRB subscription/customer Zip or postal code.

Country - IRB subscription/customer country.

Phone - IRB subscription/customer phone number.

Fax - IRB subscription/customer fax number.

E-Mail - IRB subscription/customer. Receipts and other notifications go to this address.

Add New IRB transaction (advanced)

The Add New IRB (advanced) allows you to enter a new IRB into your IntelliPay system while at the same time create a category and set a trial period for that IRB. Here are the directions for creating a New IRB (advanced).

1. Login to your SAMS by going to https://www.intellipay.net/Merchant/ and enter in your Login Name and Password.

2. Click on the Go button next to Recurring Billing.

3. Click on Add New IRB at the bottom of the page below the heading of IRB Advanced Mode. This will open the IRB information form. This is where you enter all the subscription details. The information is the same as the basic with the addition of the option to create a trial period.

4. When you have entered all of the form details, click the submit button at the bottom of the page.

IRB Advanced Field Definitions

IRB Setup

Subscription Name - Name of the Recurring billing subscription.

Amount - Recurring amount charged.

Start Date - Date to start the recurring billing.

Bill every - How often the card will be charged.

Ends after - When the billing will end or stop charging the card.

Trial Period

Trial Amount - Amount of the trial.

Bill Every - How many times to bill the trial.

Trail period ends after - When the trial period ends.

Payment Information

Transaction type:

Normal Auth - Normal charge to the card.

Pre Authorization - Pre authorization only. Check the card to determine if it is a valid card and the amount is available.

Payment Method - Type of card that will be charged. Visa, Mastercard, American Express, Discover.

Credit Card Number - Credit Card number to be charged.

Expiration Date - Expiration date of the card.

Customer Information

Customer ID - Your ID for the customer.

Name - IRB subscription/customer name.

Street Address - IRB subscription/customer address.

City - IRB subscription/customer city.

State/Province - IRB subscription/customer state.

Zip/Postal Code - IRB subscription/customer Zip or postal code.

Country - IRB subscription/customer country.

Phone - IRB subscription/customer phone number.

Fax - IRB subscription/customer fax number.

E-Mail - IRB subscription/customer. Receipts and other notifications go to this address.

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