1. General Details
When accessing the recurring billing option, you will see a list of all created recurring charges, each structured similarly to a standard charge from the business. The following details can be found:
1.1. Search Bar: Allows searching by keywords or the given name of a recurring charge.
1.2. Generate Report: Option to create reports.
1.3. Date: The creation date of the recurring charge.
1.4. Image: A preview of the image associated with the recurring charge.
1.5. Recurring Charge: Contains the name of the charge along with its cost details.
1.6. Recurrence Type: The frequency at which the charge will be repeated.
1.7. Number of Recurrences: The number of times the recurring charge will repeat until completion.
1.8. Subscribers: The number of people subscribed to the recurring charge.
1.9. Recurring Charge Type: Whether the charge is public or private.
ℹ️ Más información sobre los tipos de cobros
recurrentes(público o privado) More information about the types of recurring charges (public or private).
Image 1: General view of a recurring charge.
2. Specific Details of a Recurring Charge
When accessing a recurring charge, you will find three important sections:
2.1. Top Options
2.2. Middle Options
2.3. Bottom Options
Image 2: Specific details of a recurring charg
2.1. Top Options
Image 3: Top options
The top options consist of a series of buttons with the following functionalities:
2.1.1. Back Button: Returns the user to the general details.
2.1.2. Show QR: Displays a small window with a) QR code of the product, b) link in case the QR image fails, and c) download button for broader sharing with customers. Using this option, the customer can be redirected to the billing window to start the recurring charge payment process.
Image 4: QR functionality description
2.1.3. Edit: Allows editing the product name, description, and cancellation type.
2.1.4. Open: Displays the billing start screen to make the corresponding payment.
2.1.5. Copy URL: Copies the URL of the charge for sharing with customers.
2.1.6. Deactivate, Activate, and Delete: This button has three important features:
a) Deactivate: Available when there are subscribers to the recurring charge; it cancels all associated subscription
Image 5: Deactivate button
b) Activate: When the recurring charge has been deactivated, all subscriptions are canceled, and the "Activate" button becomes visible, allowing the charge to be reactivated. For users to reuse the reactivated charge, the link or QR code must be shared, and the subscription process repeated.
Image 6: Activate button.
Delete: Available when there are no subscribers to the recurring charge.
Image 7: Delete button.
2.2. Middle Options
Image 8: Middle details of a recurring charge.
2.3.1. Product Image.
2.3.2. Name and Description.
2.3.3. Recurrence Amount: The amount of money charged to the user per recurrence.
2.3.4. Subscription Link: Link for users to subscribe.
2.3.5. Subscriber Count Label.
2.3.6. Recurrence Time Label: Time interval for the recurrence.
2.3.7. Payment Limit Label: Number of times the recurring charge will repeat.
2.3.8. Recurrence Type Label.
2.3. Bottom Options
Image 9: List of subscribers to a recurring charge.
2.4.1. Search Bar.
2.4.2. Date Range: Filters recurring charges by selected dates.
2.4.3. Filter: Filters by different states a recurring charge can have.
2.4.4. Generate Report.
2.4.5. Creation Date.
2.4.6. Buyer: Name and email of the buyer.
2.4.7. Status: Displays the status label of the buyer's recurring charge
ℹ️ What are the different states a recurring charge can have?
2.4.8. Details: Label with the number of payments made by the buyer.
Clicking on a buyer will display a window showing all the buyer's details.
Image 10: Buyer details.
2.4.8.1. Show QR: Displays the recurring charge's QR code.
2.4.8.2. Open: Redirects the user to the payment start window.
2.4.8.3. Copy URL: Button to copy the payment process URL.
2.4.8.4. General Product Details.
2.4.8.5. Link to view buyer's billing history or start the subscription process if not subscribed.
2.4.8.6. General list of payments made by the user. Clicking on this section will display a window with detailed information, similar to other product windows.
IImage 11: Detailed payment information window.
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