SalesVu Technical SupporteCommerce, point-of-sale (POS), ERP and Data Analytics platform for retail and restaurant businesses

How to add a Recurring Billing

Name: How to add a Recurring Billing
Uploaded: 2018-04-30T18:17:50Z
Channel: SalesVu Technical Support
Description: SalesVu tutorial on setting up recurring billing in the Cloud Portal. Navigate to Recurring Billing, select a customer, add products, set the start date…

30 Apr 2018

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SalesVu tutorial on setting up recurring billing in the Cloud Portal. Navigate to Recurring Billing, select a customer, add products, set the start date and recurrence pattern (the demo uses every six months), then request card information from the customer to complete the setup.

Questions this video answers

SalesVU Cloud Portal.

First of every month.

Every six months.

Click 'Request card info from Customer'.

Hi, Today I'm going to show you how to add recurring billing. Start by going to your SalesVU Cloud Portal. Click on Recurring Billing. Click on Add Recurring Billing, Select a group or search for a customer. Click Continue and here you have to add the products that the customer wants. You can add more items or checkout. Here you will have the start date for the billing which I will choose first of every month. Then I can choose a recurrence pattern every six months and I would have no end date for that if the billing failed. You can have two options for next day. Try once the order has been done, click Request card info from Customer and your recurring billing has been sent. Thanks for watching. Please let us know if you have further questions.