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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon WebLink Connect
DrillDown Icon Section 1: About WebLink Connect
DrillDown Icon Section 2: Setting Up WebLink Connect
DrillDown Icon Section 3: Using WebLink Connect
DrillDown Icon WebLink 101: Introduction to WebLink
DrillDown Icon Tasks by User Role
DrillDown Icon Tasks by Module
DrillDown Icon Profiles & Members
DrillDown Icon Contacts
DrillDown Icon Tasks & Projects
DrillDown Icon Events
DrillDown Icon Committees
DrillDown Icon Revenue
DrillDown Icon Revenue-Adjust or Write Off Invoices
DrillDown Icon Revenue-About the Billing Process
DrillDown Icon Revenue-Selecting (Finding) Invoices
DrillDown Icon Revenue-Batch Entry Admin
DrillDown Icon Revenue-About the Payment Process
DrillDown Icon Revenue-QuickBooks
DrillDown Icon Revenue-Implementing PayPal
DrillDown Icon Creating & Printing Invoices
DrillDown Icon Credit Card Processing Overview
DrillDown Icon Revenue-Post Transactions
DrillDown Icon Cash Basis Posting
DrillDown Icon Automatic Recurring Billing (ARB)
DrillDown Icon Reports
DrillDown Icon Communications
DrillDown Icon Web-Based Modules
DrillDown Icon Help,Tips & Tools
DrillDown Icon WebLink Connect 11 - Interface and Home Screen
DrillDown Icon WebLink User Community
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Automatic Recurring Billing (ARB)

Automatic Recurring Billing (ARB) is available in BETA status. What does "BETA status" mean?  This means we're looking for additional feedback before we release the final product.  The best way for us to do this is to have our clients use the feature and tell us how it works and what may need to be changed.   It also means that, as a Beta tester, you may find some functions that need some refinement.  When you do, we want to know!

During your set up of the ARB features, we'll ask you to provide your contact information so we'll be able to contact you for feedback.  In addition, we want you to send all your comments on ARB to betatest@weblinkinternational.com so we can evaluate them for future updates. Thank you!


Setting Up ARB

The Automatic Recurring Billing (ARB) feature in WebLink Connect allows you to set up billing items that will automatically charge your members’ credit card or debit their checking account at specified intervals.

Notes: 

·         Before you can use this feature, you must first have either an Authorize.net account or a Beanstream account. 

Authorize.Net Instructions:

To use Auto Recurring Billings for credit cards, you must add the ARB option to your Authorize.net account. Log in to your Authorize.Net account to set up the ARB option.

·         To use ACH features to automatically debit your members’ checking accounts, you must add the eChecks feature to your Authorize.net account. Log in to your Authorize.Net account to set up the eChecks option.  Note: The eChecks application is lengthy and may take a week or more for Authorize.net to approve once submitted.

You must check the "PPD" and "CCD" options when completing Section 2 of Authorize.Net's eChecks application for the WebLink Connect ARB feature to work properly. (See sample below.)  These options will allow you to accept personal checking and savings accounts from your members, plus corporate checking accounts.



Once you have your ARB and/or eChecks features added to your Authorize.net account, go to Admin > Set Preferences > Application Settings > Credit Card Processing. 
 
The Auto Recurring Billing (ARB) Feature is currently deployed in Beta for WebLink Connect so we may collect feedback from clients.   To enable ARB in Beta for your organization, check the ARB Enable (BETA) Box.  You will be prompted to enter your Name, Email Address and Phone Number so we can assist you during the Beta evaluation period.
 

Once you have checked the ARB Enabled (BETA) box, click on the Edit/View Credit Card Gateways link.

·         Check the box for ARB if you have an ARB account set up with Authorize.net

·         Check the box for AuthNet_eCheck if you have a eCheck account set up with Authorize.net


Note: If you check either of these boxes and you do not have an ARB and/or eCheck account created with Authorize.net, you will experience error messages when trying to create Automatic Recurring Billing items in WebLink Connect. 

Once you check the ARB and/or AuthNet_eCheck boxes, this will enable the Automatic Recurring Billing flag on your New Billing screen.

While on the Credit Card Processing Tab, copy your Authorize.Net Silent Post URL and paste it into the “Silent Post URL” field of Authorize.Net. You will find this in Authorize.net after you login select the "Account" top menu option and then select the "Silent Post URL" link under the "Transaction Format Settings" section.



If you do not enter the Silent Post information in Authorize.Net, WebLink Connect will not be able to create invoices for your ARB transactions.

Beanstream Instructions

First, review this article on setting up your Beanstream Credit Card Gateway in WebLink Connect if you have not already done so.


To enable ARB in Beta for your organization, check the ARB Enable (BETA) Box.  You will be prompted to enter your Name, Email Address and Phone Number so we can assist you during the Beta evaluation period.
 

Once you have checked the ARB Enabled (BETA) box, click on the Edit/View Credit Card Gateways link.

·         Check the box for ARB if you have an ARB account set up with Beanstream


Enter your ARB API access passcode from your Beanstream Account in the field called Beanstream ARB Passcode.  To find your passcode, log in to your Beanstream Account and go to Administration > Account > Order Settings. You can find or create your API access passcode in the Recurring Billing section.

While on the Credit Card Processing Tab in WebLink Connect, copy your Silent Post URL and paste it into the “Recurring Billing” field of Beanstream, Under Response Notification. You will find this in Beanstream after you login
and go to Administration > Account > Order Settings.

If you do not enter the Silent Post information in Beanstream, WebLink Connect will not be able to create invoices for your ARB transactions.

Creating an ARB Record

To create an ARB or ACH-based billing in your database, access the Billing Tab on the desired Profile.  Right click in the data grid and choose “New Billing” from the menu.



Create the billing item as you do normally (see this article on creating recurring billings), with two changes:

1.       Check the “Automatic Recurring Billing (ARB)” checkbox near the bottom of the screen.

2.       When setting up Automatic Recurring Billings, the Anchor Day must be at least one day in the future. You cannot set the Anchor Day to be “today’s” date.   The Anchor Month, Anchor Day and Starting Year will be the first day that the card/account is charged via Authorize.Net’s ARB or eCheck service.  From that day forward, the charge will automatically recur at the frequency in the Billing Cycle dropdown.

After you have checked the “Automatic Recurring Billing (ARB)” checkbox, the fields on the ARB Tab will now be active.

Click on the ARB Tab to enter the details for the Auto Recurring Billing.
 

Creating the Automatic Recurring Billing subscription

1.       Enter the name, address and phone number for the person/company who will receive the Automatic Recurring Billing. Note: The address must match the billing address on file with their credit card company or bank.

2.       Select a Payment Type for this record. The options that appear in this drop down are:

a.       Payment Types you have created (in the admin area) that are flagged as Credit Card Type and are associated with your Authorize.net gateway

b.      Payment Types you have created (in the admin area) that are flagged as ACH Type and are associated with your Authorize.net gateway

c.       Note: See this article for more information on setting up Payment Types: http://support.weblinkconnect.com/default.asp?SID=&Lang=1&id=612&Lang=1&SID=

3.       After you select a Payment Type, the Credit Card/ACH Tab will activate on the right side of the screen so you can enter data there.

4.       If you selected a Payment Type of Credit Card, enter the credit card information on the Credit Card Tab.

a.       Type of Card (Visa, MasterCard, AMEX, Discover)

b.      Credit Card Number

c.       CVV2

d.      Expiration Month

e.      Expiration Year

5.       If you selected a Payment Type of ACH, enter the account information on the ACH Tab

a.       Name on Bank Account

b.      Bank Name

c.       Bank Routing Number

d.      Bank Account Number

e.      Bank Account Type

6.       Click Save to save the ARB account info and send the information to Authorize.Net. Authorize.Net will create an ARB subscription in your account using the information provided from WebLink Connect.

What happens next?

1.       On the specified date of each cycle (usually monthly), Authorize.Net will charge the card or debit the account automatically.

2.       Authorize.Net will notify WebLink Connect that a transaction has been completed using the Silent Post URL.

3.       WebLink Connect will match that transaction record to the ARB record in your database, create the invoice and payment record.

Frequently Asked Questions:

Q.  What do I need to use Auto Recurring Billing in WebLink?  

A.  First, you need an Authorize.Net account. Auto Recurring Billing will only work with Authorize.net. For assistance in creating an Authorize.net account, please contact WebLink Support.   To use Auto Recurring Billings for credit cards, you must add the ARB option to your Authorize.net account. Log in to your Authorize.Net account to set up the ARB option.

To use ACH features to automatically debit your members’ checking accounts, you must add the eChecks feature to your Authorize.net account. Log in to your Authorize.Net account to set up the eChecks option. Note: The eChecks application is lengthy and may take a week or more for Authorize.net to approve once submitted.

In addition, you’ll need to enter one piece of information from WebLink Connect into your Authorize.net account.   While on the Credit Card Processing Tab, copy your Authorize.Net Silent Post URL and paste it into the “Silent Post URL” field of Authorize.Net. You will find this in Authorize.net after you login select the "Account" top menu option and then select the "Silent Post URL" link under the "Transaction Format Settings" section.

Q. Can I edit an ARB Billing Record after I’ve created it?

A. No. After WebLink Connect passes the ARB account information to Authorize.Net, Authorize.Net does not allow the information to be changed.   If you need to edit the account information, you should first inactivate the existing ARB billing record and create a new one using the updated information. Note: When you inactivate a billing record, the inactive date will be “today’s” date (The date that you check the inactive box.)

Q. When I Auto-Generate Invoices, will WebLink Connect try to create invoices for my ARB accounts?

A.   No. All ARB accounts are excluded from the Auto Generate Invoice process. This prevents the creation of duplicate invoices for the same item and/or period.

Q. How will I know what my projected billings are for a given month?

A. The Projected Billings report will still show all billing items that are expected to be billed in future months.

Q. How can I find the members that have ARB records set up?

A.   On the Billing Info Tab of the Profile Selector, there is a new check box for “ARB Billings Only.” This will allow to search for all profiles with ARB Billings or filter them using additional functions in the Profile Selector.

Q. How will I know when a member’s credit card is about to expire?

A.   When you log in to your Authorize.Net account and view your ARB subscriptions, you can view a list of any Expiring Credit Cards. Under “Configure ARB Email Notifications” you can choose to receive email notifications of upcoming credit card expirations as well.

Q. What happens if a member’s card is declined?

A. You will receive an email from Authorize.Net that a transaction has been declined.   Authorize.Net will also send a notification to the Silent Post URL so WebLink Connect can create an invoice for the declined transaction. This invoice will then show up on your aging reports as due.

Q. If I delete or inactivate an ARB billing will WebLink Connect automatically inactivate the ARB subscription in Authorize.Net?

A. Yes, when you inactivate a billing item or if you right-click and delete it on the Billing Tab, WebLink Connect will pass that information through to Authorize.Net.
 
Q.  Can ARB records be flagged as Taxable, Invoice Seperately or Bill Manually like other recurring billings?
 
A.  No. Automatic Recurring Billing records cannot be flagged as Taxable, Invoice Seperately or Bill Manually.  If any of those three check boxes are checked when you click "Automatic Recurring Billing (ARB)", they will be unchecked and greyed out (disabled) by WebLink Connect.

Q. How can I tell which members have had ARB subscriptions created in Authorize.Net?

A.   Log in to your Authorize.Net account and click on Automated Recurring Billing (ARB) under Products & Services.   You’ll be able to view the Active, Expiring and Inactive ARB Subscriptions in addition to any credit card that are expiring soon. (see screen shot below)

Note: You must set up the ARB subscription through WebLink Connect as an ARB Billing Record for the invoice to be created in WebLink Connect.   If you set up an ARB Subscription directly in your Authorize.Net account, WebLink Connect will not create invoices for those billings.
 
Modified 10/8/2012
Article ID: 1222