- Accounting advises that reccuring payment has been created or updated.
- Login to ADMIN (https://admin.esilaw.com/Default.aspx) and into AXIA (https://secure.axiaepay.com/login?loggedout=1)
- In ADMIN, complete the following:
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- From within the client record, find the appropriate license and click EDIT
- Ensure that the Apply License Expiry, License Expiry Date, Recurring Amount and Default payment method are set as such:
Apply License Expiry: 1 year or 1 month depending on payment frequency
Expiry Date: same as recurring date in AXIA
Recurring Amount: same as what is in AXIA (this includes taxes)
Default Payment Method: Credit Card - Once that has been updated, click on Update License Information, check off the confirmation box and click on Update License Information again.
- Once complete, go back to the appropriate license and click EDIT again.
- Scroll to the very bottom of the screen to the Payment History section
- Click EDIT
- In the Payment Gateway - Axia's Cust Num: section, enter in the number from AXIA
Note: this payment gateway number is found in Axia, here: - Once updated, click on Update License Payment Information, check the confirmation box and click Update License Payment Information again.
- From within the client record, find the appropriate license and click EDIT
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- In AXIA, complete the following:
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- Search the customer and click on EDIT
- In the General tab, in the Cust #, ensure that the number matches the Client System ID number from within ADMIN.
Note: this number can be found within ADMIN under the customer profile, where their Client # is entered. It is important that we use the Client System ID (and not the actual client number) - In the Recurring Billing tab, ensure that the Next payment date matches the Expiry Date from within ADMIN and take the amount for within ADMIN.
- Search the customer and click on EDIT
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- Once all of these are complete, the systems are linked.