Download IP Charge Manual - BBL Systems, Inc.

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Time of Day – Enter the time of day.
Number of Payments – This field will be automatically calculated once the Initial
Payment and the Payment Amount fields are populated. This field will only
appear if Installment has been selected.
Purge Acct Data on Complete– Check this box if you want to purge the account
data once the contract is complete.
Card Type – Enter card type.
Primary Account -- Enter the primary account for billing and the Expiration.
Alternate Account – Enter the alternate account for billing, if supplied, and the
Expiration.
Use Alternate Account – Check this box if alternate account is to be used
Approval Email – Select this template to send a standard email response to a
customer if their recurring or installment charge was successful.
Decline Email – Select this template to send a standard email response if a
credit card is declined.
Contract Document – Select this template to send a standard contract
document email to a customer.
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Note: For help with setting up Approval Email, Contract Document, and
Decline Email templates, please consult the Template MGR section.
3. After you have entered the data, click Save to save the newly created contract.
Editing a Contract
1. To edit Recurring Billing contract data, move your mouse pointer over the words
Recurring Billing. A drop-down menu will appear. Select Customer MGR. You can
also click on the Customer MGR button within the Dashboard view. To select the
customer contract you want to edit, click on the plus sign (+) to the left of the
customer’s row. The selection will expand to show any contracts currently in place
for that customer. Click on the contract you wish to edit. The row will then turn
orange. Next, click the Edit Contract button on the left side of the window.
2. The Customer Name window will display. Select the Contract Details tab to view
or edit contract information for the customer. Click Update Contract Data to save
the updated contract data. You may edit the actual contract ID, if needed.
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