Introduction
Recurring Credit Card is an automatic form of payment by which you can charge your members for every Payment Interval. To activate this payment option, your club has to be integrated with a payment provider, so that the PGM system could automate the payment process. What is more, after the integration with a given payment provider, you have to collect club members' card details and generate booking authorizations that will be send to the bank.
- This article will show you how to manually generate recurring payment booking every time you want to charge money from a member's credit card, or bank account.
- This article will be helpful to PG Champion, Club Manager, Finance & Accounting, Administrator and Club Owner.
This process can be automated. Read this article to see how to do it. If you prefer to do it manually, follow the instruction below. To read more on Credit card payments, go to this article.
Instruction
STEP 1
How to generate Booking? - Credit card
1. Go to the PGM -> Finances -> Electronic payments
2. Click on the Payment cards button.
3. In Generate new bookings field, fill in the following information:
- Club – select the club from the drop down list. If you have only one club, this field will be automatically filled.
- Provider – select the payment provider. If you have only one provider, this field will be automatically filled.
- Balance for date – select the date from the calendar to generate the file with a chosen member's balance.
If you have debtors and you choose 29/04/2021 then all members who have unsettled payments till this date, will be charged on the booking generation date.
- Limit single transaction – tick this checkbox to allow dividing larger amounts to as many transactions as needed.
- One transaction for one charged person – tick this checkbox to merge several single transactions into a one. This may reduce commission amount, but can also reduce charged amount
I.e. If you have 2 month debtor then we will collect money only for the month set in Balance for date.
- Exclude errors from last days – enter the number of days for which the system should exclude users which transactions were rejected or failed.
4. Click on the Generate button to add booking.
STEP 2
How to accept booking?
1. Select the Bookings tab from the menu in the left column.
2. Choose Newly generated billing.
3. Click on the little green dot in the Approval column. A new window will appear.
4. In this step, you will get the information about current booking compared to the previous one.
5. If everything is ok, accept billing by entering your PGM password.
6. Click on the Continue button.
STEP 3
How to check booking result?
1. Go to the Results tab on the left.
2. Here, you can find the general status of billing, based on the information received from a given Payment Provider:
- Results – it indicates how many members were charged out of all.
- Rejections – it indicates the number of transactions rejected.