Overview
This article explains how to create a recurring purchase. Recurring purchases are designed to be a simple way to charge a customer a nominated fee at regular intervals for a period of time. Recurring purchases are a standalone feature with no integration with the rest of the Emersion system.
This feature is no longer provided to service providers and has been superceded.
Before a purchase can be made, products need to be set up in the Products module and made available for sale.
If your account has Multiple Pending Invoices enabled, then your system behaviour may be different in regards to pending invoices and cardlines. Please see this article for more information.
Create a Recurring Purchase
After starting the purchase process, click on the Recurring Purchase tab. The following screen will be displayed.
- Choose a product category and product from the list. The price and product ledger code will be populated automatically. If the default product ledger code is not the one you want to use, choose the correct ledger code from the list.
- Select the first recurring purchase date. This is the date that the first recurring amount will be generated.
- Select an invoicing method. The options are:
- Create Invoice: this creates a pending invoice. If a pending invoice already exists on the account, it will create a pending cardline only (unless multiple pending cardlines is enabled).
- Next Invoice: a pending cardline will be added to the customer's next invoice.
- Select the recurring period length. This is the amount of time between a charge being generated by the system.
- If individual stock items for this product are being managed via the product inventory, select a product instance or enter the serial number for the item. If you are not using the inventory, leave this field blank.
- Enter a purchase description for the cardline.
- When you are happy that the information entered is correct, press Submit. A popup box will ask you to confirm or cancel the purchase.