Contract Options Reference

General Settings

The General Settings section defines the core identifying information and basic configurations for a contract/subscription. These fields determine how the contract appears throughout the system, which customer it's associated with, and whether the contract is active.

Field Name	Description
Customer	Drop-down menu for selecting a pre-created customer to associate with the contract.
Name	Field for entering a custom name for the contract.
Description	Field for entering a description of the contract being created.
Is Active	Enables or disables the contract from executing.

Per Bill Invoice

The Per Bill Invoice section is where merchants designate the total amount a customer will be billed each time their associated contract executes.

Field Name	Description
Subtotal	The base amount to bill each time the contract executes.
Tax	The tax amount to add to the base amount each time the contract executes.
Total	The total amount that will be charged to the customer's payment method each time the contract executes.

Thresholds

The Thresholds section allows customers to define thresholds and actions for failed and successful contract executions.

Field Name	Description
Max Amount	The maximum amount billed before this contract is automatically disabled.
Max Payments (Count)	The maximum number of payments completed before this contract is automatically deactivated.
Max Successful Bills	The maximum number of successful executions before this contract is automatically deactivated.
Max Failed Executions	The maximum number of failed executions before this contract is automatically deactivated (0 = do not reprocess).
Failure Interval	The interval over which max failures is calculated.
Failure Period	The period of time over which max failures is calculated.

Schedule

The Schedule section is where merchants designate the frequency at which a contract will execute. Options include Daily, Weekly, Monthly, and Yearly.

Daily Frequency Reference

Field Name	Description
Repeat Every	Frequency at which the contract will execute, measured in days.
End	Provides options for merchants to stop a contract from executing. Options include Never, After "X" occurrence(s), and On a specific date.

Weekly Frequency Reference

Field Name	Description
Repeat Every	Frequency at which the contract will execute, measured in weeks.
Repeat On	Allows merchants to select a day of the week on which the contract will execute.
End	Provides options for merchants to stop a contract from executing. Options include Never, After "X" occurrence(s), and On a specific date.

Monthly Frequency Reference

Field Name	Description
Repeat Every	Frequency at which the contract will execute, measured in months.
Repeat On	Allows merchants to select which day of the month the contract will execute.
Weekday	Allows merchants to select between a specific day, weekday, or weekend day on which the contract will execute.
End	Provides options for merchants to stop a contract from executing. Options include Never, After "X" occurrence(s), and On a specific date.

Yearly Frequency Reference

Field Name	Description
Repeat Every	Frequency at which the contract will execute, measured in years.
Repeat On	Allows merchants to choose which month and day the contract will execute.
End	Provides options for merchants to stop a contract from executing. Options include Never, After "X" occurrence(s), and On a specific date.

Payment Method

The Payment Method section is where merchants add the payment information that will be used for the contract.

Merchants have the option to use a card or checking account.

Card Option Field Reference

Field Name	Description
Account Number	Credit card number.
Expiration Date	Expiration date of the credit card.
Address1	Street address of the primary cardholder.
Address2	Apartment number of the primary cardholder.
City	City of the primary cardholder.
State	State of the primary cardholder.
Province	Province of the primary cardholder.
Zip	Zip code of the primary cardholder.
Postal Code	Postal code of the primary cardholder.
Country	Country of the primary cardholder.
Is Mailing	Toggle to indicate whether the entered information is the mailing address of the primary cardholder.
Is Default	Toggle to set this as the default payment method for the contract.
Cardholder Name	Name of the primary cardholder.

Email Notifications

Options to enable Email Notifications to be sent to the customer or merchant when a contract executes successfully or fails.

Field Name	Description
Email customer on approval	Toggle to enable email notifications to the customer when a contract executes successfully.
Email customer on failure	Toggle to enable email notifications to the customer when a contract fails to execute.
Email merchant on approval	Toggle to enable email notifications to the merchant when a contract executes successfully.
Email merchant on failure	Toggle to enable email notifications to the merchant when a contract fails to execute.