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Setting up recurring payments in the Valor Virtual Terminal

This article explains how to create, schedule, and manage recurring payments in the Valor Virtual Terminal. Recurring payments support two types:

Recurring Payment Types
Type Description
Subscription Repeats a fixed amount on a scheduled basis for a defined period or indefinitely.
Installment Splits a total amount into a specified number of scheduled payments.
    Before you begin

    • Merchant portal access with a Virtual Terminal permission is required. Sign in at www.online.valorpaytech.com.
    • Have the customer’s card, billing, and shipping details ready.
    Note: Card data entered in the Virtual Terminal is tokenized for future transactions.


    Step-by-step: Create a recurring payment

    Valor Portal- Recurring payment Step 1 Valor Portal- Recurring payment Step 2

    • Select Virtual Terminal from the sidebar.
    • Enter transaction details
      • Enter the transaction amount, phone number or email (optional), and the customer’s credit card information. Add an invoice number or description if needed.

    Valor Portal- Recurring payment Step 3

    • On the transaction screen check the Recurring billing checkbox (bottom-left). This reveals recurring configuration settings.
    •  Select Subscription or Installment

    Recurring Billing Options
    Type Description
    Subscription A fixed amount billed repeatedly, running for a defined term or indefinitely.
    Installment A portion of a total amount billed across a set number of scheduled payments.

    • Enter billing & shipping addresses

      • Scroll down and provide billing and shipping addresses. Select the checkbox to copy billing to shipping if they are the same. 

    • Validate & Save

    • Review all entries and click Validate & Save to create the recurring bill.

    Manage existing recurring bills

    Go to the Transactions module → Recurring Billing (or view the recurring bills listing). Use the vertical ellipsis (⋮) beside a recurring bill to edit or manage it.

    Troubleshooting
    • Recurring options not visible: Confirm the merchant has access to the Virtual Terminal and is using a user account with transaction permissions.
    • Invalid schedule or date errors: Verify the selected date and frequency. Some dates may not apply for certain frequencies (for example, selecting "31" for months that do not have that day).
    • Card declines or validation fails: Confirm the customer's billing address, card expiration date, and that the card is enabled for recurring charges. If the issue persists, advise the customer to contact their card issuer.

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