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Set-up Instructions : Recurring Order Interface

SWREG offers to ability to completely automate weekly, monthly, quarterly, semi-annually, or annual recurring/subscription orders. The recurring order functionality offers the ability to have multiple products in the same order with different recurring timeframes. Subscriptions only apply to credit card orders only.

Recurring Reports

  • Reports
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    • Option to select Date Range according to Master Order Date, Last Process Date, and Next Process Date.
    • Select Master Order Status.
    • Select Child Order Status
    • Produces Line Item paginated view based on report selections.
  •  
  • Quick Actions
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    • Master Order Setup
      • Allows you to disable the order or line item
      • Select the line item to see the profile details
      • Provides valuable information on your master orders by line item including:
        • Interval -- when recurs
        • Duration -- how long it is set to recur
        • Last Processed Date
        • Next Processed Date
        • Status -- enabled or disabled
        • Last Billed Order
      • Master Order - links to the order details page for that order
      • Provides a list of all child orders associated with that order, and status
      • Per child order we provide
        • Date
        • Product
        • Quantity
        • Status
      • Provides option to enter new credit card, expiration dates, and issue number on master order
    • Bulk Master Order Stop - Utilize the Bulk Stop Tool by inputting several master order numbers with spaces, commas, or new lines and we will stop the orders from recurring

Recurring Profile & Setup

  • Option to setup a profile for weekly, monthly, quarterly, semi-annually, or annual billings on product (see instructions below)
  • Select a product(s) for the setup profiles -- multiple products can be associated with a profile
  • Change or add products to an existing profile
  • Manually activate an order to recur

Actions

Start Recurring Orders

To automate:

  • Log in to your control panel
  • Click "Recurring Orders"
  • Click "Profile & Setup"
  • Select "add a new profile"
  • You can have several choices
    • Automated recur on the same day
    • Set to a specific day
    • Occurs continuously until you stop the billing
    • Bill a certain number of times
    • Bill until a certain date
  • Choose product(s) that use the profile
  • Select Save as New Profile

You can manually setup an order to recur by logging in, click "Recurring Orders" and "Profile & Setup"

To Stop a Master Order:

  • Under Recurring Reports is a quick action interface. Input your master order into the Master Order Setup and click Go. Next page will have an option to disable the order.
  • Utilize the Bulk Stop Tool by inputting several master order numbers with spaces, commas, or new lines and we will stop the orders from recurring.

Failed/Declined Order(s):

A declined child order will disable a master order from recurring. You will see the failed orders on the Report page, and their associated master order.

You can appropriately handle the failure with the customer so the problem is resolved.

For the failed order, on the bottom of the order details page is an option to recharge the card. You can retry the card to process that particular order.

If it is authorized, please be sure to enable the master order so it continues to bill the customer!

How do I process a failed order?

For the failed order, on the bottom of the order details page is an option to recharge the card. You can retry the card to process that particular order.

If it is authorized, please be sure to enable the master order!

Email Notifications

Every morning we will send out batch emails with any orders that failed during the attempt to complete. The email will contain the order number, reason for failure, and the master order number for each child order.