How to set up a customer on recurring billing | Scribe

    How to set up a customer on recurring billing

    • Katrina Nelson |
    • 15 steps |
    • 30 seconds
    1
    Navigate to your stores TSYS
    2
    Sign in
    3
    Click "Recurring Billing"
    4
    Click "Add New Customer"
    5
    Type in the name of the company
    6
    Put the name of the cardholder. We also put the CVV or security code here.
    7
    VC saved card info: We are putting CVC codes in the internal notes on the customer card.
    8
    Type in their email. This makes it easier to send receipts.
    9
    Put in their phone number
    10
    Put in the billing address.
    11
    Add Customer
    12
    It will take you to this page, click Add a New Card.
    13
    Type in card info, the customers name and address should automatically apply.
    14
    Click Save Card
    15
    Go into the customer card in Odoo, and in the internal notes, save the CVC Code so we can charge the card when needed