How can I create a Recurring Billing Profile from a Secure Payment Profile?

You can create a Recurring Billing Profile from a Secure Payment Profile transaction. If you do this, a consumer will have a Recurring Billing Profile and a Secure Payment Profile, providing flexibility for how you can process payments. 

Reminder on the difference, Payment Profiles allow you to process one-off payments, and Recurring Billing Profiles allow you to pre-schedule a series of transactions for recurring payments.

Must know:

  • Recurring Billing must be enabled on your account in order to use it. Contact Customer Care if you’d like to add this to your account.
  • You must have Full Access to Recurring Billing and Payment Profiles.

How can I create a Recurring Billing Profile from a Secure Payment Profile?

  1. Within the Portal, go to Processing > Payment Profile. You’ll see a full list of all your profiles. 
  2. If you need to narrow your search, use the search and sort fields, and then click ‘Refresh’ or hit ‘Enter’ on your keyboard. 
  3. Click on the desired profile.
  4. Scroll to the bottom of the profile page and click ‘History’. You’ll see a list of all transactions processed against the profile.
  5. Click the line item for the transaction that contains the payment details you’d like to use for creating a Recurring Billing Profile, and this will bring up the Transaction Details page. 
  6. On the Transaction Details page, scroll to the bottom and click ‘Add to Recurring Billing’.
  7. In the pop-up window, fill in the form with the consumer’s information and preferred settings. 
  8. Click ‘Add Account’. Then, you should see a confirmation that the Recurring Billing Profile was created.

Good to know:

  • Each Recurring Billing Profile must be created individually. 
  • Recurring Billing Profile payment history is logged separately from Payment Profile payment history (click the ‘History’ button within the respective profile to see it).
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