Card subscriptions

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Index

Manage subscription templates
Manage card subscriptions
Unpaid subscriptions
Refund Subscriptions

Manage subscription templates.

Netcash’s Subscription Billing service lets you bill and manage customers on a recurring basis. Get started by sharing a payment request – no code required. Subscriptions are automatically settled into your Netcash account, making reconciliation simple.

Creating a Subscription template.

Select Services > PayNow> Card subscriptions> Manage subscription templates.

Click on Add Template
Choose a template name.
Subscription frequency
Number of collections – the number of times the credit card must be debited or
Select Infinite collections if applicable
Amount
Select Active if the template is to be used.
Click on submit.

Payment request linked to a Subscription template

To link the Subscription template to a Payment request

Services> Pay Now> Payment request> Create.

Your reference: For internal identification purposes.
Amount: The amount you are requesting your client to pay.

If the payment request is being linked to a subscription template, ensure that the number of collections is calculated correctly as the initial amount on the Payment request may differ to the subscription amount.

Description: This will be on the link of the SMS or email sent to your client, for example, your company name or description of what they want to purchase
Generate QR code: Generate a QR for your client to pay or
Send SMS or Whatsapp: Send a text with the payment link or
Send via email: Send an email with the payment link
Select budget if applicable.
Select the subscription template.
Click on submit

The Payment request linked to the subscription, the template has been sent to your client. Once your client has completed the transaction the subscription can be managed -View Manage card subscriptions

Notes:

Your reference must be unique for each new request.
The description will be sent in both email and sms.
Extra fields will appear on your downloaded statement
for enhanced reconciliation.
Pay Now must be active (you may need to apply for the service).
If you are using extra fields 1, 2 and 3 will be carried through to Pay Now – for reconciliation.
The subscription will commence on the payment date of the payment request and the Number of collections selected in the subscription template. The Subscription date and other fields may be amended.
Only credit/Debit card option is available when sending a Payment request linked to a subscription template.

Manage card subscriptions

This is where you can edit your Subscriptions. You can choose to View All, Inactive, Active and deleted statuses.

You are able to edit certain required details such as:

Start date: This is when the debit should start
Frequency: You are able to choose the frequency that best suits your client’s needs such as Daily, weekly, monthly, Bi-weekly, Quarterly, six months, or Annually.
Cycle: This is the recurrence, how many times would you like the debit to be processed?
Amount: The amount to be processed.

Please note: By editing a client’s subscription, the current subscription will end immediately when you submit the changes. You will receive the next payment for the subscription (based on the changes made) from the start date that you set.

To navigate to this section, please follow the below steps:

Click on Services
Select Pay Now from the dropdown menu
Click on Card subscriptions
Select Manage card subscription
Click on the pencil icon to edit any of the above-mentioned requirements
Click on the printer icon to view individual transaction history for the subscription

You also have the ability to View change history, this allows you to see what changes were made such as start date, frequency, cycle and amount and by whom the change was made.

To cancel credit card subscriptions, you can follow these steps:

Click on “Services” from the menu.
Select “Pay Now” from the dropdown menu.
Click on “Card subscriptions”.
Select “Manage card subscription”.
Find the subscription you want to cancel and click on the pencil icon to edit.
In the subscription details, untick the active box.
Click on submit.

Cycles selected up to 998 will display the total amount due for all cycles combined on the Netcash payment gateway. Cycles exceeding 999 will not display the total amount for the cycles.

Unpaid Subscriptions

To view unpaid subscriptions,

select a date range and click on submit.
Click on Services
Select Pay Now from the dropdown menu
Click on Card subscriptions
Select Unpaid subscription

The following fields are displayed:

Action date of the failed transaction
Cardholder name
Description
The unique reference amount
Status
Click on Services
Select Pay Now from the dropdown menu
Click on Card subscriptions
Select Unpaid subscription

The Submit button next to each failed transaction will allow a user to re-submit the transaction for processing on that day. Resubmitted transactions will no longer display on the list.

Transactions that fail again will re-appear in the Unpaid subscription list. Successful transactions will appear on the Processed transaction report.

Refund Subscriptions

The Pay Now Refund feature allows you to request refunds for transactions processed through various Pay Now payment methods. Refunded funds are returned directly to your customer.

When to Use Refunds

You can initiate a refund in scenarios such as:
Duplicate or double payments
Order cancellations
Cancelled services or contracts

Important Information

Credit Card Refund Timeframe:

Refunds to credit cards can be requested within 6 months of the original transaction date.

Expired Cards:

If the customer’s credit card has expired, you can process the refund via an EFT payment as an alternative.

A refund may take up to 7 business days to be refunded to the cardholder’s account.

Navigate to Pay Now – Manage – Pay Now refunds

The following payment methods can be refunded

a. Credit cards

b. Ozow

c. Payflex

d. Subscriptions

Partial refunds are only available for credit card refunds.

Important: Refunds can only be processed once per transaction. If you process a partial refund, you will not be able to refund the remaining amount later.

Search for: select the payment method to refund.
Enter a date range for your search.
Amount: this can be left blank or alternatively add the transaction amount.
Click on submit.
A list of transactions will be displayed.
Click on the request button for the transaction you would like to refund.
Insert the amount to be refunded. It cannot exceed the initial amount.
Click Request.

Refunds Status’s

The refunds for the various payment methods go through different stages in the refund process.

Status: Refund request has been submitted to Netcash
Created: The refund has been created on Netcash
Submitted: The refund request has been submitted to the relevant service provider.
Confirmed: The refund has been confirmed by the relevant service provider (only applicable to Subscriptions).
Completed: The refund has been processed by the relevant service provider.

Payment method status’s:

• Payflex: Requested > Created > Submitted > Completed

• Ozow: Requested > Created > Submitted > Completed

• Credit card: Requested >Created > Submitted > Completed

• Subscriptions: Requested > Created > Submitted > Confirmed > Completed

Refund history:

Navigate to Pay Now – Manage – Pay Now refunds

Select the date range to search for the transaction. All refunded transactions will display the complete status.

Note: If there are insufficient funds in the Netcash account, the refund will be rejected, and you may request it again when funds are available.