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Microsoft Dynamics RMS (Archived)

Reoccuring Charge to customers Credit Card

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Posted on by Microsoft Employee

I am looking for an addon that would allow a client of mine to be able to bill credit cards (stored in the system) for service or goods on a reoccuring basis.

I know the WineClub addon allows this but this would be for a florist type business.

Thanks

Ed

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reoccuring Charge to customers Credit Card

    I just wanted to update that we did switch to Paypros and are using their IPad (different than an Apple iPad) integration to access credit card information for customers on recurring payments.  So far it has worked very well, and it truly was the only add-on we could find that would do this.  They beat our credit card rates as well, which were already very good.  We are still working through a couple hiccups (we may have gotten this fixed now but it wasn't pulling address data in on credit cards kept on file, resulting in higher credit card charges, and it won't require signatures through the ipad on account charges, resulting in having to keep the hard copies).  Overall they seem to know what they are doing and were able to get it installed without too much trouble.  They are very helpful on the phone when you have questions too.

    We also paid New West, who created the technology behind the ipad system, to customize an html screen at the top of our POS stations that will say if the customer has a card on file and the last four digits, (along with their open balance and a couple other things).  It makes it much easier for our service manager when scheduling service as we require cards to be kept on file.  She can just look at the main screen while making out the work order.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reoccuring Charge to customers Credit Card

    It looks like the only addon right now is from PayPros but you have to go with their processing.  

    I dont yet know their rates or conditions.  I do know that they use FDMS (First Data) as their back end processor.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reoccuring Charge to customers Credit Card

    Hi Ed, please update this post if you find anything else, we were looking for a solution for this as well.  We currently use authorize.net's customer information manager to store and run customer credit cards who want recurring service, but if we run a credit card someone has to hand enter the payment the next day after it has been batched.  Like the other client, we need something that will work if we aren't charging the exact same amount each time.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reoccuring Charge to customers Credit Card

    SO as an update to this request.  The CardOnce has been discontinued.  Newestech does not have one either.  I looked at bLoyal but don't see anything that allows for credit card storage and use that to pay for a single transaction.  It is more a loyalty / club manager package.

    The next stop is PayPros to see what they have to offer.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reoccuring Charge to customers Credit Card

    MIke

    Thanks for the suggestions.  I will certainly check them out.  

    Elypsis, I know developed Wineclub Manager.  I will see what else they have.

    Just as a side note.  Elypsis sold Wineclub Manager to Bin64.  

    Ed

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reoccuring Charge to customers Credit Card

    Hi Ed,

    Of course it doesn't really matter what the app was originally made for if it does what you need - the two I know of are Elypsis and bLoyal, both originated in the wine biz, but we have only worked with bLoyal for the last several years.

    bLoyal has a Club Manager with auto-billing, fulfillment tools, similar to Elypsis.

    Regards

    Mike

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