Adding Billing Agreements

Billing agreements allow you to establish recurring payments from a client without the need to store credit card data.

Access the Billing Agreement Options Page

1. From the Ubersmith Dashboard, click Settings.
   
   The Ubersmith Settings page appears.
2. From the Clients section, click Billing Agreement Options.
   
   The Billing Agreement Options page appears.

Configuring PayPal

1. Access the Billing Agreement Options page.
2. Complete the PayPal Configuration section.
   
   • In the PayPal Mode field, select Live.
   • In the PayPal API Username field, enter your PayPal API user name.
   • In the PayPal API Password field, enter your PayPal API password.
   • In the PayPal Signature field, enter your PayPal API signature code.
   • In the PayPal Currency field, select your appropriate currency.
3. Click Update.
   

Configuring WorldPay

1. Access the Billing Agreement Options page.
2. Complete the WorldPay Configuration section.
   
   • In the Mode field, select Live.
   • In the WorldPay Account ID field, enter your WorldPay account ID.
   • In the Signup Installation ID field, enter your WorldPay signup installation ID.
   • In the Admin Installation ID field, enter your WorldPay admin installation ID.
   • In the Admin Password field, enter your WorldPay admin password.
   • In the Callback Password field, enter your WorldPay callback password.
   • In the Currency field, enter your appropriate currency.
3. Click Update.
   

Related Topics 

Managing Billing Agreements