Importing Recurring Payment Schedules

There are two types of Recurring Payment imports:

Existing Customers (with Customer IDs).
For these import files, you provide the ReceivablesPro Customer ID, the schedule details, and the type of payment, and the system creates the schedule using the default account for the payment method selected.
New Customers (without Customer IDs).
For these import files, all required fields for a customer and all required fields for a payment schedule must be provided and mapped.

The following things occur once the imported schedules are saved and activated:

Your customer receives an email notifying them that a new schedule has been entered. (See Email Preferences and Templates in Chapter 8 for detailed information on viewing and editing email templates. See Appendix D: Email Templates for a full inventory of the email templates included in your system.)

The default email template for a Recurring Billing schedule is “New Recurring Schedule—Bill Payment.”
The default email template for a Payment Plan schedule is “New Recurring Schedule—Payment Plan.”

If a scheduled transaction is set to occur on the current day, that transaction is processed immediately. You will see the transaction recorded in the Payments table on the manage payments screen.

The system will email a receipt for the payment.
NOTE: If you do not include an email address for a customer, the payment will still be processed but the new schedule notification and receipts will not be sent.

You will see the new schedule in the manage recurring payments screen. If the Start date is in the future, you will be able to edit the schedule. (See Editing Recurring Payment Schedules.)
NOTE: For your first few recurring payment imports, you may want to schedule start dates in the future so that you can review the schedules and correct any errors after the import is complete.

Detailed field requirements for recurring payment imports, as well as all ReceivablesPro imports, can be found in Appendix C: Import Requirements.

The following sections cover how to import recurring payment schedules for new and existing customers. (For more information on the ReceivablesPro Import Center, and batch status and error reporting, see Import Center in Chapter 8.)

You can use a single Recurring Payment import file to upload Recurring Billing and Payment Plan schedules for new and existing customers. To do this, make certain that your file contains all of the required fields for both schedule types, and for both new and existing customers.

Each new customer row must contain data in each of the required fields for a new customer recurring payment import. Each existing customer row must contain data in all of the required fields for an existing customer recurring payment import.

Make sure you map all fields when importing your file. The system will simply ignore empty fields where they are not applicable.

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