Recurring Payment Form

access level payroll advisor (full access), enrollment specialist (full access) module multiple (lead card, payroll card) the recurring payment form is used when customers need to add or update their payment method for invoices within the system this guide provides a step by step overview of how to send the form and what the customer will see when completing it ⚠️ warning a warning has been added to the recurring payment form to inform clients to complete the final step for submission of the new payment method, preventing incomplete submissions sending the recurring payment form there are three different ways to send a recurring payment form 1\ through the lead card enrollment tab navigate to the lead card select the enrollment tab go to workflows subtab , send a new workflow select the recurring payment 2\ through the lead card accounting tab navigate to the lead card select the accounting tab go to payment methods subtab select the recurring payment 3\ through the payroll card billing tab open the customer's payroll card navigate to the billing tab select the request payment method button choose credit card/recurring payment form select the contact to receive the form customer form view upon receiving the email, the customer will follow these steps to complete the recurring payment form 1\ email notification the customer receives an email containing a link to the recurring payment form clicking on the link will direct them to the form 2\ payment information page ℹ️ note the form now has a clear warning message about completing all steps to ensure successful submission the form requires the customer to enter their payment card details all required fields must be completed to proceed the form includes fields for card number, expiration date, cvv, and billing address if any required information is missing, a red warning message will appear 3\ review & sign page after entering their payment information, the customer must select the purple continue to review & sign button this page allows the customer to review all entered information the customer must acknowledge and accept the terms before submitting (a pop up will appear asking the customer to sign the document) ⚠️ warning the new warning message reminds customers to complete this final step without completing the review and signature, the payment method will not be saved 4\ confirmation screen upon successful submission, a confirmation screen will appear this indicates that the payment method has been successfully added to their account recurring payment form logic form fields configuration field name field type required validation cardholder name text ✅ always letters and spaces only card number number ✅ always 15 16 digits, luhn check expiration month dropdown ✅ always 01 12 expiration year dropdown ✅ always current year or future cvv number ✅ always 3 4 digits billing address text ✅ always cannot be po box city text ✅ always letters and spaces state dropdown ✅ always valid us states zip code text ✅ always 5 or 9 digits amount number ❌ display only auto populated recurring checkbox checkbox ✅ always must acknowledge terms card type detection first digits card type cvv length card length 4 visa 3 16 51 55 mastercard 3 16 34, 37 american express 4 15 6011, 65 discover 3 16 conditional logic scenario behavior invalid card number "continue to review & sign" button disabled expired date selected error "card expiration date must be in the future" missing required field red outline on field, error message below all fields valid purple continue button becomes active troubleshooting & escalation common issues form not loading symptoms blank page or error when clicking link possible causes link expired (48 hours) browser blocking cookies javascript disabled network security blocking resolution steps request new form link try incognito/private browsing enable javascript try different network cannot enter card information symptoms fields not accepting input possible causes browser autofill interfering special characters in input form session timeout browser compatibility resolution steps disable browser autofill type manually, no copy/paste complete within 30 minutes use chrome or safari validation errors won't clear symptoms red errors persist despite correct info possible causes cached validation state format not recognized hidden spaces in fields browser glitch resolution steps clear field completely and retype check for trailing spaces refresh page and restart try different browser cannot submit form symptoms review & sign button not working possible causes terms not acknowledged hidden validation error session expired payment processor issue resolution steps ensure checkbox clicked scroll to check all errors complete within session time contact support if persists customer specific issues "invalid card" for valid card symptoms known good card rejected possible causes international card prepaid card type corporate card restrictions merchant category block resolution steps verify card allows recurring charges check with bank for blocks try different card use ach as alternative when to retry vs escalate retry these actions 🔄 form reload in new browser 🔄 different payment card 🔄 clear all fields and restart 🔄 request new form link escalate immediately for 🚨 multiple customers affected 🚨 all cards being rejected 🚨 form link generation failing 🚨 confirmation not received escalation process level 1 team lead/manager alternative payment methods manual card entry approval customer validation issues merchant account questions level 2 it help desk form generation failures payment processor errors browser compatibility system integration issues how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, browser used, exact error screenshot the form with error note card type attempted next steps for related processes ach/bank authorization process alternative payment method 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels