Recurring Payments on NMI

If you need API requirements for Recurring Payments, you can visit NMI SDKs & APIs.

Creating a Plan

This would be helpful to create if you have common pricing and common frequencies in which you bill, and will generally charge the same thing for multiple customers. 

1. Login to NMI. 
2. Click Recurring in the left panel menu. 
3. Click on Add Plan in the left panel menu. 
4. Enter the amount. 
5. Choose how often you want to charge the customer. 
6. Choose how many times you want to charge the customer. 
7. Give the plan a name and ID. 
8. Click Save. 

Creating a Recurring Payment Template

This would be helpful to create if you have common order detail requirements, and will generally add the same order details frequently.

1. Login to NMI. 
2. Click Recurring in the left panel menu. 
3. Click on Add Subscription in the left panel menu. 
4. Click the Order Templates at the top. 
5. Click Add at the top. 
6. Give the template a name. 
7. Give the template and ID. 
8. Enter the amount. 
9. Add a description, shipping costs, tax and any itemized products if applicable. 
10. Click Save Template at the top.

Creating a Recurring Payment

1. Login to NMI. 
2. Click Recurring in the left panel menu. 
3. Click on Add Subscription in the left panel menu. 
4. If you have order templates, click the Order Templates at the top, then click Use template. If you do not use templates, continue to step 5. 
   1. Once you do this, the order information will be populated. 
5. Enter the credit card number. 
6. Add the expiration date. 
7. Add the Customer Information (note: see Creating a Recurring Payment from Existing Customer below if you would like to have this information populated). 
8. If you have Existing Plans that you have created, choose the Plan in the drop down, then skip to step 14. 
   1. If you do not have Existing Plans, you can continue to step 9.
   2. If you need a new one, you can either create a new plan first, or click the Click Here hyperlink above the save button. 
9. Click Continue at the bottom. 
10. Enter the amount. 
11. Choose how often you want to charge the customer. 
12. Choose how many times you want to charge the customer. 
13. Choose the Start date for the payment. 
14. Click Save at the bottom. 

Creating a Recurring Payment from an Existing Customer

If you do not have existing customers, you will need to add one first. Customer Management on NMI

1. Login to NMI. 
2. Click Customer Vault in the left panel menu. 
3. Click on List Customers in the left panel menu. 
4. Search for the customer or click submit to see all customers. 
5. Click the icon under Actions for the customer you need. 
6. If you have order templates, click the Order Templates at the top, then click Use template. If you do not use templates, continue to step 7. 
   1. Once you do this, the order information will be populated. 
7. Review the information that is populated and confirm that it is accurate. 
8. Click Continue at the bottom. 
9. If you have Existing Plans that you have created, choose the Plan in the drop down, then skip to step 15. 
   1. If you do not have Existing Plans, you can continue to step 10.
   2. If you need a new one, you can either create a new plan first, or click the Click Here hyperlink above the save button. 
10. Click Continue at the bottom. 
11. Enter the amount. 
12. Choose how often you want to charge the customer. 
13. Choose how many times you want to charge the customer. 
14. Choose the Start date for the payment. 
15. Click Save at the bottom. 

Edit a Recurring Payment

1. Login to NMI. 
2. Click Recurring in the left panel menu. 
3. Click List Subscriptions in the left panel menu. 
4. You can either enter search criteria to find one, or scroll through the list at the bottom. 
5. Click on the Customer that you need to edit. 
6. Make necessary changes. 
7. Click Save at the bottom. 

Pause a Recurring Payment

1. Login to NMI. 
2. Click Recurring in the left panel menu. 
3. Click List Subscriptions in the left panel menu. 
4. You can either enter search criteria to find one, or scroll through the list at the bottom. 
5. Click on the Customer that you need to pause. 
6. Check the box that says Subscription is Paused. 
7. Click Save at the bottom. 

Delete a Recurring Payment

1. Login to NMI. 
2. Click Recurring in the left panel menu. 
3. Click List Subscriptions in the left panel menu. 
4. You can either enter search criteria to find one, or scroll through the list at the bottom. 
5. Click on the Customer that you need to delete. 
6. Click Delete. 
7. Click Ok to confirm.