Creating a Customer Subscription

Credit Card Installment Subscription

To create an installment subscription using a card:

Step 1Log in to the Business Center:

nLive Transactions: https://ebc.cybersource.com

nTest Transactions: https://ebctest.cybersource.com

Step 2In the left navigation pane, choose Recurring Billing > New subscription.

Step 3Enter the required installment subscription information:

Table 5Required Subscription Information
Type Information	Description
Customer Information	First/last name
	Street address 1
	City/state/postal code
	Country
	Email address
Order Information	Order/merchant reference number There are two types of data storage fields that you can include in a customer subscription. See Optional Data Storage.
Subscription Information	Subscription type—select installment.
Installment Transaction	Recurring amount
	Currency
	Start date
	Billing frequency
	Number of payments
Payment Information	Payment type—select credit card. If you are using the other payment type, you can store data securely in a customer subscription. This payment method is useful if you do not intend to use the customer subscription for payment transactions. See Optional Data Storage.
Card Information	Card type
	Card number
	Card expiration date

Step 4Check Require approval before processing payments to approve each payment before CyberSource processes it.

If you change the amount of the subscription, all future payment statuses are reset to unapproved even if the payments were already approved.

Step 5Check Automatically renew this subscription. The subscription is automatically renewed on the anniversary date.

Step 6Check Ignore fraud checks to disable the fraud checks CyberSource will automatically run during preauthorization of the customer subscription.

If the fraud checks are successful, the customer subscription is created and the authorization is automatically reversed. If the fraud checks fail, the customer subscription is not created and CyberSource does not charge you for the preauthorization and the reversed transactions.

Step 7Click Submit. The success message is displayed along with the subscription ID for the customer subscription.

Step 8Click the subscription ID to view the customer subscription details. The Subscription Details screen appears. See Updating Customer Subscription Details.

To enable or disable automatic preauthorizations:

Step 1In the left navigation pane, choose Recurring Billing > Settings.

Step 2Check Perform an automatic preauthorization before creating subscription.

Step 3Click Submit Changes.

To add supported card types for the customer subscription:

Step 1In the left navigation pane, choose Recurring Billing > Settings.

Step 2Check each card type check box that your merchant account supports.

Step 3Click Submit Changes.

To set the e-commerce indicator for the first payment to recurring:

Step 1In the left navigation pane, choose Recurring Billing > Settings.

Step 2Check Set e-commerce indicator for first payment to Recurring.

All subsequent recurring payments are set to recurring regardless of this setting.

Step 3Click Submit Changes.

Credit Card Recurring Subscription

To create a recurring subscription using a card:

Step 1In the left navigation pane, choose Recurring Billing > New subscription.

Step 2Enter the required recurring subscription information:

Table 6Required Subscription Information
Type Information	Description
Customer Information	First/last name
	Street address 1
	City/state/postal code
	Country
	Email address
Order Information	Order/merchant reference number There are two types of data storage fields that you can include in a customer subscription. See Optional Data Storage.
Subscription Information	Subscription type—select Recurring.
Recurring Transaction	Recurring amount
	Currency
	Start date
	Billing frequency
Payment Information	Payment type—select credit card. If you are using the other payment type, you can store data securely in a customer subscription. This payment method is useful if you do not intend to use the customer subscription for payment transactions. See Optional Data Storage.
Card Information	Card type
	Card number
	Card expiration date

Step 3Check Require approval before processing payments to approve each payment before CyberSource processes it.

If you change the amount of the subscription, all future payment statuses are reset to unapproved even if the payments were already approved.

Step 4Check Ignore fraud checks to disable the fraud checks CyberSource will automatically run during preauthorization of the customer subscription.

Step 5Click Submit. The success message is displayed along with the subscription ID for the customer subscription.

Step 6Click the subscription ID to view the customer subscription details. The Subscription Details screen appears. See Updating Customer Subscription Details.

To enable or disable automatic preauthorizations:

Step 1In the left navigation pane, choose Recurring Billing > Settings.

Step 2Check Perform an automatic preauthorization before creating subscription.

Step 3Click Submit Changes.

To add supported card types for the customer subscription:

Step 1In the left navigation pane, choose Recurring Billing > Settings.

Step 2Check each card type check box that your merchant account supports.

Step 3Click Submit Changes.

To set the e-commerce indicator for the first payment to recurring:

Step 1In the left navigation pane, choose Recurring Billing > Settings.

Step 2Check Set e-commerce indicator for first payment to Recurring.

All subsequent recurring payments are set to recurring regardless of this setting.

Step 3Click Submit Changes.

eCheck Installment Subscription

If your processor is TeleCheck, contact them to learn which customer subscription details are required or optional.

To create an eCheck installment subscription:

Step 1In the left navigation pane, choose Recurring Billing > New subscription.

Step 2Enter the required installment subscription information:

Table 7Required Subscription Information
Type Information	Description
Customer Information	First/last name
	Street address 1
	City/state/postal code
	Country
	Email address
Order Information	Order/merchant reference number There are two types of data storage fields that you can include in a customer subscription. See Optional Data Storage.
Subscription Information	Subscription type—select installment.
Subscription Information	Currency
Payment Information	Payment type—select check. Alternate Merchant Descriptor. Alternate contact information for your business, such as email address or URL.
Installment Transaction	Recurring amount
	Currency
	Start date
	Billing frequency
	Number of payments
Check Information	Account number
	Account type
	Check routing number—also known as the transit number.

Step 3Check Require approval before processing payments to approve each payment before CyberSource processes it.

If you change the amount of the subscription, all future payment statuses are reset to unapproved even if the payments were already approved.

Step 4Check Automatically renew this subscription. The subscription is automatically renewed on the anniversary date.

Step 5Check Customer Check Statement to authorize electronic debits from the checking account you have entered.

Step 6Click Submit. The success message is displayed along with the subscription ID for the customer subscription.

Step 7Click the subscription ID to view the customer subscription details. The Subscription Details screen appears. See Updating Customer Subscription Details.

eCheck Recurring Subscription

If your processor is TeleCheck, contact them to learn which customer subscription details are required or optional.

To create an eCheck recurring subscription:

Step 1In the left navigation pane, choose Recurring Billing > New subscription.

Step 2Enter the recurring subscription information:

Table 8Required Subscription Information
Type Information	Description
Customer Information	First/last name
	Street address 1
	City/state/postal code
	Country
	Email address
Order Information	Order/merchant reference number There are two types of data storage fields that you can include in a customer subscription. See Optional Data Storage.
Subscription Information	Subscription type—select installment.
Subscription Information	Currency
Payment Information	Payment type—select check.
Installment Transaction	Recurring amount
	Currency
	Start date
	Billing frequency
Check Information	Account number
	Account type
	Check routing number—also known as the transit number.

Step 3Check Require approval before processing payments to approve each payment before CyberSource processes it.

If you change the amount of the subscription, all future payment statuses are reset to unapproved even if the payments were already approved.

Step 4Check Customer Check Statement to authorize electronic debits from the checking account you have entered.

Step 5Click Submit. The success message is displayed along with the subscription ID for the customer subscription.

Step 6Click the subscription ID to view the customer subscription details. The Subscription Details screen appears. See Updating Customer Subscription Details.

To enable automatic preauthorization before creating subscription:

Step 1In the left navigation pane, choose Payment Tokenization > Settings.

Step 2Check Perform an automatic preauthorization before creating subscription.

PINless Debit Installment Subscription

To create a PINless debit installment subscription:

Step 1In the left navigation pane, choose Recurring Billing > New subscription.

Step 2Enter the required installment subscription information:

Table 9Required Subscription Information
Type Information	Description
Customer Information	First/last name
	Street address 1
	City/state/postal code
	Country
	Email address
Order Information	Order/merchant reference number There are two types of data storage fields that you can include in a customer subscription. See Optional Data Storage.
Installment Transaction	Recurring amount
	Currency
	Start date
	Billing frequency
	Number of payments
Subscription Information	Currency
Payment Information	Payment type
PINless debit Information	Account number

Step 3Check Require approval before processing payments to approve each payment before CyberSource processes it.

If you change the amount of the subscription, all future payment statuses are reset to unapproved even if the payments were already approved.

Step 4Check Automatically renew this subscription. The subscription is automatically renewed on the anniversary date.

Step 5Click Validate. This validates the PINless debit card before the customer subscription is created.

Step 6Click Submit. The success message is displayed along with the subscription ID for the customer subscription.

Step 7Click the subscription ID to view the customer subscription details. The Subscription Details screen appears. See Updating Customer Subscription Details.

PINless Debit Recurring Subscription

To create a PINless debit recurring subscription:

Step 1In the left navigation pane, choose Recurring Billing > New subscription.

Step 2Enter the required recurring subscription information:

Table 10Required Subscription Information
Type Information	Description
Customer Information	First/last name
	Street address 1
	City/state/postal code
	Country
	Email address
Order Information	Order/merchant reference number There are two types of data storage fields that you can include in a customer subscription. See Optional Data Storage.
Installment Transaction	Recurring amount
	Currency
	Start date
	Billing frequency
Subscription Information	Currency
Payment Information	Payment type
PINless debit Information	Account number

Step 3Check Require approval before processing payments to approve each payment before CyberSource processes it.

If you change the amount of the subscription, all future payment statuses are reset to unapproved even if the payments were already approved.

Step 4Click Validate. This validates the PINless debit card before the customer subscription is created.

Step 5Click Submit. The success message is displayed along with the subscription ID for the customer subscription.

Step 6Click the subscription ID to view the customer subscription details. The Subscription Details screen appears. See Updating Customer Subscription Details.