Tasks and roles

The table below shows who is responsible for specific tasks and roles.

You and a shopper can make changes to their Recurring Payments agreement. However, depending on the type of agreement, you may not be able to make the changes you want. If this occurs, you have to cancel the current agreement and create a new one. Please refer to the table below for details.

Recurring Payments Task	Done By...
Reset a shopper's email address.	You and the shopper. We cannot reset a shopper's email address.
Change a shopper's username.	The shopper only. Neither Worldpay nor you can change a shopper's username.
Reset/change a shopper's password.	You and the shopper can reset the password. Only the shopper can change the password. We cannot reset a shopper's password.
Change/update a shopper's card details.	The shopper, using the Shopper Management System (SMS). We send emails to alert you and the shopper if the attempt to take payment has failed due to failed authorisation of card details, such as: The card is beyond its expiry date The card has been replaced by the issuer The card account has been suspended after theft or fraud Neither Worldpay nor you can change these details for a shopper.
Change/update a shopper's contact details.	The shopper, using the Shopper Management System (SMS). A shopper can change: Card details Contact details Username and password Neither Worldpay nor you can change these details for a shopper.
Change a Recurring Payments agreement amount.	You, as long as the agreement allows changes to the Recurring Payments agreement amount. Whenever you set or adjust the amount of a payment, we automatically send an email to your shopper to notify them of the change. Neither Worldpay nor the shopper can change the agreement amount.
Refund a Recurring Payments transaction	You. When you refund a payment, we automatically send an email to you and your shopper, to notify you both of the change. We are not authorised to provide a shopper with a refund.
Change the frequency between Recurring Payments.	You, for Limited agreements only. Regular agreements cannot be changed. The shopper must create a new agreement.
Cancel a Recurring Payments agreement	You and the shopper. When you cancel an agreement, we automatically send an email to you and your shopper, to notify you both of the change. We are not authorised to cancel a Recurring Payments agreement.