This guide provides a step-by-step process for enabling tokenization (stored payments) and setting up recurring subscriptions.
Note: The first step is to email the processor, and request that they enable tokenization for the account. For Electronic Payments (EPI) email them at filebuild@electronicpayments.com.
1. Now we will navigate to either manage.acadiapos.com/login or rfsm.acadiapos.com/login, and enable the required settings there.
2. Go to settings.
3. Then click on General Settings.
4. Find Enable Subscriptions.
5. Hit CTR+F(WINDOWS) or CMD+F(MAC) on your chrome browser, and type “TOKEN” to easily jump to the setting.
Select “enabled” in the dropdown.
6. Click on “Save”
7. Go to Payment Methods
8. Select the “Credit Card” option by clicking on the blue pen
9. Find Token Request in the credit card options.
10. And select “enable” from the dropdown.
11. Now select “Save Changes”.
12. Click on “Items” in the sidebar.
13. In the upper right hand of the screen select “View Categories”
14. Create a new category
15. Name it “Subscriptions” or something relevant.
16. Make the status visible.
17. Then save your changes.
18. Highlight the ID number and “COPY” it with your browser, or write down the ID of the category for use in the next process. Or simply remember the 2-digit number.
19. Now it is time to enable the “Customer Assignment” feature, which will permit the user to create new customers and assign them to a tab. This will allow the user to apply the newly made subscriptions to the desired customer.
Select General Settings.
20. Hit CTRL+F(WINDOWS) or CMD+F(MAC) on your chrome browser to easily find the setting. Type customer
Find “Allow Customer Assign” and enable it.
21. In the setting”Force Customer Assignment For Category IDS”
Paste the ID of the category previously created
22. Scroll all the way to the bottom, or hold “Page Down” Save the changes.
23. It’s time to make a modifier that starts and stops subscriptions. Begin by selecting “Items” in the side menu.
24. Select Modifier Groups.
25. Click on “New Item” to make a new modifier.
26. Name the new modifier “Subscription Management” or something relevant.
27. Label the “Minimum” and “Maximum Modifiers” both with a number one to prevent a customer’s account from not being started, and to ensure that two subscriptions are not accidentally placed on the same customer.
28. Make sure to enable “Print Group Name to Kitchen” status.
29. Click here to add the new modifiers to the group.
30. Name them “Start” and “Stop”. This is how to both begin and end the subscriptions for the customer.
31. You will see the new modifier group listed here.
32. Now, it’s time to make the new subscription service as a product or item. Choose Items from the side bar.
33. Select “New Item” from the top right corner.
34. Name the item something appropriate, for example, “Bronze Plan”, “Silver Plan”, “Monthly Plan”, or “VIP Membership”.
35. Select the previously made category for the subscription services.
36. Select the preferred “Tax Class”.
37. Choose the desired Subscription cycle.
38. Enter the appropriate “Subscription Amount” in the field.
39. Choose the modifier group that was previously created which allows you to begin and end subscriptions.
40. Click “Save”
the new subscription is now active.
