You can use the virtual terminal in the Roc Terminal+ web portal to create a subscription with a customer's card details. With a subscription, you can automatically collect payments from a customer on a regular schedule.

Note: To create a recurring payment with bank account details, go to Create a recurring bank transfer payment.

Create a subscription

1. Log in to https://terminalplus.rocpos.com/login.
2. On the side menu, select Virtual Terminal.
3. From the EPI dropdown menu, select the endpoint identifier (EPI) of your virtual terminal.
4. Select the Recurring tab, and then select the Subscription tab.

1. Enter the subscription details:
   • Billing Frequency - Indicates how often the payment repeats. Select one of the following options:
   • Daily - Payment repeats every day.
   • Weekly - Payment repeats weekly. You must also select the day of the week for the payment.
   • Bi-Weekly - Payment repeats once every two weeks. You must also select the day of the week for the payment. 
   • Monthly - Payment repeats monthly. You must also select the day of the month for the payment.
   • Quarterly - Payment repeats once every three months. You must also select the day of the month for the payment.
   • Annually  - Payment repeats once a year. You must also select the day of the month for the payment.
   • Run At - Payment runs only once. You must also select the date you want to run the payment.
   • Start Date - Start date of the subscription.
   • Expires - Indicates when the subscription ends. If you want the subscription to continue without an end date, select Never.
2. In the Billing Details section, enter the customer’s billing details:
   • Amount - Amount of the transaction.
   • Customer Name - Customer’s name.
   • Phone Number - Customer’s phone number.
   • Email - Customer’s email address.
3. In the Billing Address section, enter the customer’s billing address.
   • Customer Name - Customer’s name.
   • Street No - Street number or building number.
   • Street Name  - Name of the street.
   • Unit  - Apartment, suite, or unit number.
   • Zip Code  - Postal or ZIP code.
   • City  - Name of the city.
   • State  - Name of the state.
4. (Optional) If the customer's shipping address is different from the billing address, complete the following steps:
   1. Clear the Set Shipping Address as Billing Address checkbox.
   2. In the Shipping Address section, enter the customer's shipping address.
5. In the Enter Payment Info section, enter the customer’s card details:
   • Card number
   • Cardholder name
   • Expiration date 
   • Card verification value (CVV)
6. Select PROCESS PAYMENT.