To create a new recurring product in our system, you’ll need to first add the item to our database. The steps below should be followed in the order they are given to ensure problem-free results.
1. Login to your account.
2. Click ‘Set up Products’ on the main page.
3. Click ‘New Recurring Product’ in the upper right hand corner of the screen.
4. You will see a screen with several fields. Any field with an ‘*’ is required and must be completed. All others are optional. Below a description of each field follows.
Your Product ID (Required) - This is an internal reference number for your use. A part number, bin location or other reference that will be useful to you. This field can consist of only letters and numbers with no spaces or special characters.
Name (Required) - This is the name or title of your product. Keep this as short as possible (no more than 30 characters) or it can cause the payment page to become distorted.
Description - This is what your product is. We recommend you keep this short as well to keep the payment page from becoming distorted.
Price (Required) - This is how much the customer will be charged each payment cycle. Do not include any currency symbols (like ‘$’) in this field or errors will result.
Start Up Fee - This is a one time fee billed together with the first installment. This amount will be billed only once, not on a recurring basis.
Weight - If you plan to use our shipping systems and will ship by weight, specify the weight here.
Handling - If there are any product-specific handling charges, they go here. These charges are above and beyond your normal shipping charges, and are only applied if this product is purchased, they are applied for each product ordered, i.e. if 3 of this product are ordered, the customer will be charged 3 times this amount. Do not use currency signs (like ‘$’) and do not use commas. Prices can be specified in whole numbers or as decimals to 2 places (example: 4.95).
Tangible (Required) - This indicates whether or not your product is tangible. Tangible goods must be shipped in a timely manner in order for you to receive payment. Tangible goods are also subject to sales tax for Ohio customers. This field must be set correctly, if 2Checkout becomes aware you have deliberately lied about whether or not a good is tangible, your account will be suspended, and further penalties may apply. Note that if you set this field to intangible, the customer will not be charged for shipping and the option to select shipping methods will not be shown on the order page.
Pending URL - This is not used for recurring products/services.
Approved URL - This is the URL your customer will be returned to when the payment has been confirmed. Most credit card orders will be sent here.
Recurrence (Required) - This is a two-part field. The first part is a numerical field that tells us how long between billings as a number. The second box tells us the unit of time measurement, current options are; weeks, months and years. So, if you want a customer to be billed once every month, you would put in a ‘1′ in the first box, and then select ‘months’ from the second drop-down box. Note that we no longer support daily recurring billing.
Duration (Required) - Like the last setting, this is a two-part field. The first part is a numerical field that tells us how long to continue billing as a number. The second box tells us what unit of time you are referring to. If you put in ‘6′ and then selected ‘months’ from the second drop down, your charge would automatically cease billing after 6 months. If you want to bill the customer until they or you cancel, leave the first box blank and select ‘Forever’ from the second box.
5. Once you have configured the product to your satisfaction, press ‘Create Recurring Product’ to save the product to the database.
Note: For help setting up a single-bill product, please see below.
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