Scheduled Payments

How to set up a scheduled payment?

Credit Card

Log into the Payment Manager. CARD PAYMENTS->NEW PAYMENT.

When you log into the Payment Manager, this is where you can process payments if you have your customer’s credit card details handy.  Enter the credit card and their information directly into the fields to process the payment.  If you need to schedule regular payments, you can choose this option. When this option is selected, you can set the interval of the payment to be anything from Daily, Weekly, Monthly, or up to a specified end date.

 Direct Debit

Create a Direct Debit payment charge on a Payer you created. You can set this as a single payment or a recurring/scheduled payment to transfer funds from their bank account
You can create a Direct Debit payment charge for a Payer. You can set this as a single payment or a recurring/scheduled payment to transfer funds from their bank account.

Choose the Payer that you created and input the details for the once-off bank transfer.

Choose the Payer that you created and enter their details for the once-off bank transfer.

This adds SQID’s direct debit fee onto the Direct Debit amount

When the “Pass On Fee” is ticked, the system adds SQID’s direct debit fee onto the amount.

When Single is chosen, it is a single payment.

When “Single” is chosen, it is a single payment.

When Recurring Payment is chosen, you can set the interval of the direct debit. This can be anything from Daily, Weekly, Monthly to a specified end date.

When Recurring Payment is chosen, you can set the interval of the direct debit. It can be anything from Daily, Weekly, Monthly to a specified end date.

How can I amend an existing scheduled payment?

Credit Card

Log into Payment Manager

CARD PAYMENTS->VIEW RECURRING

  • Search for CREATED from the drop-down menu.
  • Choose date range
  • Click on the payment to bring up the UPDATE button
  • Click the UPDATE button to make changes
  • Press SUBMIT to save changes.

Direct Debit

Direct Debit Debt –> Search, review and reprocess Direct Debit transfers that have failed to process
On this page you can search, review and reprocess Direct Debit transfers that have failed to process the first time.

Reprocess or Dismiss the failed Direct Debits
These buttons allow you to Reprocess or Dismiss the failed Direct Debits.

View Transactions-> Search and review Direct Debit transfers/transactions
On this page you’re able to Search and Review Direct Debit transfers and transactions.

How do I pause or skip an existing scheduled payment?

Log into Payment Manager

CARD PAYMENTS->VIEW RECURRING

  • Search for the required customer
  • Locate the payment.
  • Press the ACTIVE button to deactivate the payment.

How do I cancel an existing scheduled payment?

Log into Payment Manager

CARD PAYMENTS->VIEW RECURRING

  • Search for CREATED from the drop-down menu
  • Choose date range
  • Locate the payment
  • Press the DELETE button to deactivate the payment

How do I see when a particular direct debit payment will settle to my account?

Log into Payment Manager

You can view all your settlement details within ANALYTICS->SETTLEMENTS.

Choose from the options in the drop-down menu.

For complete details on the settlement process view the section: What are my Settlement / Depositing & Clearance timelines

How does SQID store and hold your direct debit authority forms?

Log into Payment Manager

BANK PAYMENTS -> ADD PAYER -> AUTHORITY FORM Download Template

  • Have your customer complete the form
  • Once completed you can upload to SQID by BANK PAYMENTS -> ADD PAYER -> AUTHORITY FORM -> FILE button

How do I pass on the transaction fee to the customer?

Pass-On Fee Feature

When the “Pass-On Fee” is enabled, the system adds SQID’s fees onto the amount of the merchant’s customer per transaction.

How do I download all my scheduled payments?

Log into Payment Manager

Search for either CARD PAYMENTS or BANK PAYMENTS

Once recurring payments are listed, you can export the list as a PDF, Excel spreadsheet, or copy and paste the list into another document.

How do I reinstate a previously cancelled authority?

You must have your customer provide you with a new completed authority form in place of the cancelled form.

How to I see and download a particular client’s payments

Log into Payment Manager

Search for transactions in CARD PAYMENTS or BANK PAYMENTS

Search criteria can be narrowed down to Reference Numbers, Payer Names, Receipt ID’s, First Name, Last Name.

How many retries can I attempt to amend or cancel the process?  

There is no limit on the number of retries. Please, however, be aware of the reattempts to process a card continue to fail your account may be flagged for possible fraudulent activity.

How do my customers change their direct debit authority?

You will need to download the Authority Form which is available when you create a PAYER (your customer) in the Payment Manage console.  You will can then email to your customer to complete the form and send back to you to store.

What do my customers see on their bank statements?

For card transactions, scheduled payments will show the same SQD*Company Name descriptor as single processing transactions.