3Delta Systems

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How to create a recurring transaction

Step 1: Click on the EC-Zone > Recurring Transactions option from the EC-Navigator menu on the left side of the screen.  You will be directed to the Create Recurring Transaction screen.

Step 2: If applicable, select the appropriate Merchant from the drop-down in the Merchant Selection section.

Step 3: If applicable, select the appropriate Location from the drop-down in the Location Selection section.

Step 4: If applicable, select the appropriate Terminal from the drop-down in the Terminal Selection section.

Step 5: Define the schedule on which to run the recurring transaction. Available scheduling options include specifying a date for the recurring transaction to run monthly, quarterly, and yearly.

Step 6: Select a stored credit card in the Search CardVault section. A recurring transaction can only be scheduled using a stored card. Once selected, the page will populate with read-only stored card data.

Note: Information in the Credit Card Information section is populated only once the user selects a stored card. If a stored card is not selected, these fields are empty and no data may be entered.

Step 7: Add one or more line items to the Line Item Detail section.

Step 8: If desired, enter any relevant tracking information in the Tracking Information section. For proper interchange qualification, enter a Customer Ref Value. The following fields are available:

  • Customer Ref Value - A merchant defined field, often filled with a purchase agreement number, sales order number or some other important tracking data. This field must be filled in order to qualify for the level-3 interchange rate. It is also the most likely field to be transmitted to the cardholder. Maximum of 50 characters.
  • Order Number - This field can be used by the merchant to hold an invoice number, contract number, purchase agreement number, et cetera.
  • Invoice Number - This field can be used by the merchant to hold an invoice number, contract number, purchase agreement number, et cetera.
  • Invoice Date - The date the invoice was issued. This may be manually entered or selected from the calendar feature that appears after clicking on this field.
  • User Defined Field 1 - An internal tracking field for merchant use. Any relevant tracking or reconciliation data may be entered.
  • User Defined Field 2 - An internal tracking field for merchant use. Any relevant tracking or reconciliation data may be entered.
  • User Defined Field 3 - An internal tracking field for merchant use. Any relevant tracking or reconciliation data may be entered.
  • Ship From Postal Code - If a merchant ships product, the postal code from which the product was shipped.
  • Shipping Company - If a merchant ships product, the shipping company used.
  • Tracking Number - If a merchant ships product, the tracking number associated with the shipment can be entered.
  • Notes - An optional field for the convenience of the merchant. The Notes are displayed on the recurring transaction’s receipt and are stored with the recurring transaction’s history.

Step 9: The Transaction Totals section contains the following fields:

  • Net Amount - The net amount of the recurring transaction. This value is derived from the total of the line items that have been added to the recurring transaction.
  • Sales Tax - The sales tax, if any, associated with the recurring transaction. Enter a percentage or manually enter the sales tax amount.
  • Freight Amount - The freight charge, if any, associated with the recurring transaction.
  • Freight Tax - The tax, if any, applied to the freight charge. Enter a percentage or manually enter the freight tax amount.
  • Duty Amount - The duty charge, if any, associated with the recurring transaction.
  • Surcharge Amount - The surcharge amount, if any, associated with the recurring transaction. Enter a percentage or manually enter the surcharge amount. This option is only available for select credit card processors.

Step 10: Click on the Create Recurring Transaction button at the bottom of the Transaction Totals section to save the completed recurring transaction and schedule it for processing on the specified start date.

Note: Clicking on the Create Recurring Transaction button schedules the recurring transaction for processing but does not immediately process the first scheduled instance of the recurring transaction. To create and submit a transaction for real-time processing, navigate to the EC-Zone® Credit Card Processing menu option.

Note: EC-Navigator® is a permission-driven application. Your Username may not have access to certain functionality described within this article. Consult your account administrator if you require permissions to additional EC-Navigator functionality.

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