Once an agreement is set up, either you or the customer is able to cancel it. Click here to learn more about FuturePay agreements.
This page explains how to fill out the FuturePay Direct section and create a recurring (repeat) payment agreement for a customer.
1. Fill in the information in the boxes on the FuturePay Direct screen using the table below to help.
|
Box |
What is it? |
Always required? |
|
ORDER DESCRIPTION |
A description of the goods or services being purchased. This will appear in the customer's automatic agreement confirmation email. |
No |
|
CUSTOMER NAME |
The name of the customer who will set up the agreement with you. You can use letters or the ' or - characters. The maximum length is 25 characters. |
Yes |
|
CUSTOMER EMAIL ADDRESS |
The email address of the customer who will make the payment. If you supply this, the customer will also receive a confirmation email. |
Yes |
|
CART ID |
Your identifier for the transaction. This can be anything you like, but we recommend that you keep it unique for each transaction, because this makes identifying a transaction easier. |
Yes |
|
FIRST AMOUNT |
The first payment that will be taken when the agreement is created. |
Yes |
| REGULAR AMOUNT | The regular payments that will be taken after the FIRST AMOUNT. | |
|
CURRENCY |
The currency in which the payment is made. We can accept most major currencies but the currencies available depend upon your agreement with us. |
Yes |
|
PAYMENTS COLLECTED EVERY |
How often the REGULAR AMOUNT will be taken. The interval will start after the first payment. |
Yes |
|
PAYMENT COLLECTION START DATE |
The date that the FIRST AMOUNT will be taken. The first REGULAR AMOUNT will be taken after the period chosen in PAYMENTS COLLECTED EVERY. |
Yes |
|
Payments end on/No End Date - run until cancelled |
Either choose a date for when the agreement should finish (Payments end on), or click the No End Date - run until cancelled button to create an open ended agreement. |
Yes |
When you have filled in all of the required information, the Create FuturePay link button will change colour. Or you can use the Clear button to empty all of the boxes without creating a link and start again.
2. Click Create link to create the link for the agreement.
A green border appears, as well as the message: FuturePay link created.
An email containing the link is automatically sent to your customer's email address, and to yours.
3. You can view the payment page the customer will be taken to (when they click the Setup Agreement button in the email) by clicking View URL, and copying the URL into your web browser (such as Internet Explorer).
4. To send another link, click the Start New Link button and fill out the boxes again.
When the customer receives the email, clicks the link and completes the agreement details, the agreement (and any subsequent payments) will appear in Business Manager.
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Once an agreement is set up, either you or the customer is able to cancel it. Click here to learn more about FuturePay agreements. |
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