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OkAdelante supply a recurring credit and debit card payment system. Here are some of the most frequently asked questions.
Can I select the frequency of payments?
Yes, the system can run daily, weekly, bi weekly, monthly, quarterly, yearly, and in fact any frequency you choose between every day and every year.
Can I choose the time of day the payments are taken?
Yes, you can choose the time of day – most clients opt for somewhere between 3.00am and 6.00am in the morning.
What about weekends and bank holidays?
The recurring payment system will run 365 days a year, unless you configure it differently; for example, you can exclude weekends and/or bank holidays if you wish.
Do I need a written agreement with our customer?
Yes, as with direct debits and standing orders you will need a CPA (continuous payment authority) with your customer showing that they authorise these payments – we can provide you with a sample template that can be used to obtain the authority.
Can a customer have more than one plan at a time?
Yes, as long as each plan has a different reference.
What happens if a payment is missed?
There are several options – the system can be set to retry the next day, send an email to the customer with a link requesting they click and pay with a different card, or you can just leave the missed payment which will automatically be added to the balance and therefore extend the end date of the plan.
What happens when a customer's card expires?
The system will automatically email the customer with a link requesting they input their new card details to update their plan.
Does the customer get a receipt for each payment?
Yes, the system can automatically email the customer with a receipt. It can also be set up to email the customer prior to each payment to remind them it’s due.
Does the system calculate the remaining balance?
Yes, this automatically happens once each payment is taken successfully.
Do I need a separate merchant account?
Yes, you will need a separate merchant account. You can use one from your existing provider or Adelante can arrange this for you through our partner acquirer, AIBMS ( Allied Irish Bank Merchant Services).
How do I process a refund?
By logging into your ConnectPay portal and performing the refund there. Only authorised users can process refunds.