Submitting Transactions Using Recurring Billing and Token Management Service

To use eCheck with recurring billing or the
Token Management Service
 (
TMS
), the SEC code must be set to
TEL
 for personal accounts and
CCD
 for corporate accounts.
When you include a subscription ID in a payment request, any field associated with that subscription becomes optional. For example, address fields are optional if they are the same as the address fields in the subscription.
When creating a profile or subscription for the eCheck service, include this information:
  • Account number
  • Account type
  • Bank transit number
  • Check number
  • SEC code

Creating an eCheck Recurring Subscription

  1. Follow these steps to create an eCheck recurring subscription:
  3. In the left navigation panel, choose
    Recurring Billing
    . The Recurring Billing page appears.
  4. Click
    New Subscription
    . The Add Subscription panel appears.
  5. Enter the eCheck recurring subscription required information:

    ADDITIONAL INFORMATION

    Order Information
    Order/merchant reference number. You can include two types of data storage fields in a customer subscription.
    Payment Information
    • Payment type: choose
      Check
      .
    • Alternate Merchant Descriptor. Alternate contact information for your business, such as email address or URL.
    • SEC Code: choose the authorization.
    • Account number
    • Check number
    • Account type
    • Check routing number, also known as the
      transit number
      .
    • Driver's license number
    • State/province
    • Date of birth
    Customer Information
    • Customer ID
    • First and last name
    • Street address 1
    • City, state, ZIP/postal code
    • Country
    • Phone number
    • Email address
    Shipping Information
    • First and last name
    • Company
    • Street address 1
    • Street address 2
    • City, state, ZIP/postal code
    • Country
    Subscription Information
    Subscription type: choose
    Recurring
    .
    Recurring Transaction Information
    • Title
    • Recurring amount
    • Currency
    • Setup fee
    • Start date
    • Billing frequency
    • Number of payments
  6. Check
    Require approval before processing payments
     to have each payment approved before
    Cybersource
     processes it.

    ADDITIONAL INFORMATION

    If you change the amount of the subscription, the status of all future payments is reset to unapproved even if the payments were already approved.
  7. Click
    Submit
    . The success message appears along with the subscription ID for the customer subscription.
  8. Click the subscription ID. The Subscription Details page appears.

Requesting an On-Demand Transaction

  1. Follow these steps to request an on-demand transaction:
  3. In the left navigation panel, choose
    Recurring Billing
    . The Recurring Billing page appears.
  4. Choose the scope for the search:

    ADDITIONAL INFORMATION

    • Organization
    • Type
      • Subscriptions
      • Subscription payments
    • Scope of subscriptions
      • All
      • Active
      • On-hold
      • Cancelled—choose a date range.
      • Creation date—choose a date range.
      • Expiration date—choose a date range.
      • Payment card expiration date—choose a date range.
      • Field and value—choose a specific field such as the subscription ID.
      The subscriptions list appears.
  5. Click the title of the customer subscription that you want to modify. The Subscription Details page appears.
  6. Click
    Make On-Demand Payment
    . The On-Demand Payment page appears. The on-demand transaction types:

    ADDITIONAL INFORMATION

    • Credit Card—authorization, sale.
    • Electronic checks—debit, credit.
  7. Enter the amount for the transaction.
  8. Choose the transaction type.
  9. Click
    Submit
    . The Subscription Details page appears. You can request these transaction result message appears along with the request ID for the transaction.