How to accept payments with recurring billing in NAB Gateway

What is recurring billing?

Recuring billing allows you to accept recurring payments from customers using saved cardholder information. Recurring billing is used only to collect scheduled payments from customers, not to disburse payments.

Recurring plans and subscriptions

You can set up recurring plans to capture details of payments that you might want to use repeatedly, for example, a tier of membership. Once created, you can create subscriptions to begin charging your customers based on the details within the recurring plans.

Plans are set up to provide a reusable template for subscriptions. Setting up plans means that you won’t have to enter the same information repeatedly when setting up similar subscriptions.

Recurring plans do not include any customer specific data.

How to use recurring billing subscriptions

You can use this service to setup automatic payments for your customers. Examples of types of payments where this service may be useful include:

• Gym membership fees.
  
• Monthly bill payments.
• Recurring orders.

How to create a plan

1. Log in to NAB Gateway.
2. From the left navigation panel, select Recurring Billing, then select Manage Plans.
3. Select Add New Plans.
4. Enter plan information:
   • Plan name.
   • Plan description (optional).
   • Amount and currency.
   • Billing period frequency (if choosing Custom, you can select both the billing period length and unit).
   • Setup fee (optional).
5. Select Submit.

How to manage plans

1. Log in to NAB Gateway.
2. From the left navigation panel select Recurring Billing then select Manage Plans.
3. Select Add a Filter.
4. Enter the Plan ID or Plan name and the filter results will appear. Note, the plan’s name must be complete and exact.
5. Select the plan’s ID and the Plan Details page appears.
6. Update the Recurring Plan details as required. This can include:
   • Plan Type – Recurring.
   • Plan ID – assigned by the Recurring Billing service.
   • Plan Name – assigned at plan’s creation.
   • Description, if included at plan’s creation.
   • Setup fee – 0.00 if not included at the plan’s creation.
   • Billing Amount.
   • Currency – assigned at plans creation.
   • Billing Frequency – no plan period because recurring plans have no end date.
7. Update the Instalment Plan details as required; this can include:
   • Plan Type – Instalment.
   • Plan ID – assigned by the Recurring Billing service.
   • Plan Name – assigned at the plan’s creation.
   • Description, if included at the plan’s creation.
   • Setup fee, 0.00 if not included at the plan’s creation.
   • Currency – assigned at the plan’s creation.
   • Billing Frequency – for example: if 2 months is selected, the customer pays every 2 months.
   • Plan Period – duration of the instalment plan. If the frequency is every 2 months and the duration is 10 months, the customer is billed for 5 payments.

How to create a subscription

1. Log in to NAB Gateway.
2. From the left navigation menu in NAB Gateway, select Recurring Billing then select Manage Subscriptions.
3. Select Create Subscriptions.
4. Select Customer Type, either ‘New Customer’ (if new, you’ll need to add details for this new customer) or ‘Existing Customer’ (if existing, you’ll need to search for this customer).
5. Once you have entered the customer details, you can enter:
   • Payment details.
   • Shipping address details.
   • Subscriptions details.
6. Select Create Now.

Note: this is where you can select the plan that you have created earlier or create a new plan.