Recurring Payments Quick Start Guide

allpay Recurring Payments within Callpay quick start guide

Please navigate to the website address https://www.callpay.net and reference this document.


User Permissions

  1. Select Create New User or View Users > Edit from the Admin tab
  2. Under User Privileges, tick Recurring Transactions in order to activate Recurring Payments for this User
  3. The Recurring Transaction option will now be visible when the User takes a payment.

Selecting a Recurring Payment

  1. After entering the PRN or Client Reference within Callpay, select the customer wishing to make a payment
  2. Click Next under Schedule a Recurring Payment
  3. The Create Customer Profile page will be displayed.


Step 1 – Create Customer Profile

  1. The PRN is pre-populated from the account selected within Callpay. It is not possible to edit the PRN here
  2. Enter the customer’s First Name and Last Name, then select their preferred method of contact for notifications: Email or SMS
  3. Click Save after entering their email address or mobile phone number
  4. If the email address or mobile number does not already exist in allpay’s database, the User is taken to the customer’s account.

Step 2 – Edit Customer Profile

  1. If the email address or mobile number already exists in allpay’s database, a message is displayed to confirm the PRN which this is setup against
  2. To add the PRN against the existing customer profile, select Yes
  3. If No is selected, a unique email addressor mobile number must be entered for the customer
  4. It is possible to update the First Name, Last Name and notification preference for an existing customer by clicking the pencil icon.

Step 3 - Select Payment Method

  1. If no bank card is currently saved in the customer’s profile, select Add Card
  2. Enter the Card Number, Expiry Date, Security Code and Cardholder’s Name, then click Save Card
  3. Select Continue on the next page to return to the home page
  4. Once the card has been saved, the card number is obscured in order to comply with Payment Card Industry Data Security Standards (PCI DSS)
  5. Select the radio button next to the bank card to be used for the recurring payment.

Step 4 - Payment Schedules

  1. Select Add Schedule below Payment Schedules
  2. Choose whether the payment schedule is to be Ongoing (with no end date) or Fixed (with an end date, or for a limited number of payments).

Ongoing Schedules

  1. Select a Start Date for the Payment Schedule; this must be in the future, but not more than three months ahead
  2. Enter the amount to be paid for each transaction
  3. Select the frequency of payments: Weekly, Fortnightly, Monthly, Quarterly, Annually. (The weekly and fortnightly payment is taken on a set day. The monthly, quarterly and annually payment is taken on a set date)
  4. Select Submit and read out the script to confirm the details to the customer, before clicking Confirm
  5. The details of this recurring payment are displayed in the Payment Schedule. It is possible to editor delete this schedule by selecting the appropriate button.

Note: when editing an ongoing payment schedule, the new start date must be at least 12 days in the future

Fixed Schedules

  1. Select a Start Date for the Payment Schedule; this must be in the future, but not more than three months ahead
  2. Enter the total amount to be paid - this will be the total sum of the full schedule
  3. Select the frequency of payments: Weekly, Fortnightly, Monthly, Quarterly, Annually. (The weekly and fortnightly payment is taken on a set day. The monthly, quarterly and annually payment is taken on a set date)
  4. Enter either an End Date or the Number of Payments to be made
  5. Select Submit and read out the script which contains a calculation of the payment schedule to confirm the details to the customer, and click confirm
  6. The details of this recurring payment are displayed in the Payment Schedule. It is possible to editor delete this schedule by selecting the appropriate button.

Note: when editing an fixed payment schedule, the new start date must be at least 12 days in the future

Email and SMS Notifications

  1. Your customer will receive a notification via email or SMS in the following circumstances:
    1. When a new recurring payment schedule is created
    2. When a payment is due to be taken more than six months after the previous payment
    3. When a change is made to the recurring payment schedule
    4. When the recurring payment schedule is closed
  2. All notifications will include the name of the organisation and details of the payment (if applicable).