System Actions Upon Activating a Recurring Payment Schedule

The following things occur when you successfully activate a recurring payment schedule:

1. 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 email template for a Recurring Billing schedule is “New Recurring Payment Schedule.”

• The email template for a Payment Plan schedule is “New Recurring Schedule--Payment Plan.”

2. If a scheduled transaction or custom first payment is programmed to execute on the current day, that transaction is processed immediately. You will see the transaction recorded in the Payments table on the manage payments screen.

1. If you have programmed receipts for the schedule, your customer will receive an emailed receipt for the payment.

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