Recurring billing automatically deducts a customer’s payment regularly in exchange for a subscription to a product or service. Follow the steps below to add Recurring Billing at the SalesVu Portal and how to search for it in the 'Orders' section:
Note: The customer Relationship Management section is required to use Recurring Billing (click here)
1. Log in to SalesVu.com
2. Click on 'Recurring Billing'
3. Click on 'Add Recurring Billing'
4. Select the location if you have more than one
5. Select the customer group or individual customer of your choice, then click on 'Next'
6. Select the product or service of your choice, then click on 'Add More Items' or 'Checkout'
7. Set the start date, recurrence pattern Or manual, end date, etc
8. There are two options for credit cards
a. Send email in which customers can submit their card
b. Manually key in the card information to be stored
9. The recurring billing is now created
How to search the Recurring Billing on the 'Orders' section
Follow the steps below to find the created Recurring Billings using the top filters in the 'Orders' section:
1. Log in to SalesVu.com
2. Click on 'Orders'
3. From the top filters, click on 'Advanced Options'
4. Configure 'Order Type', 'Order Source', and other filters as preferred
5. Configure the 'Location', 'Date' and 'Product Filters'
6. Click on 'Submit'