In general there are three recurring management options available to our partners:

Partner stores all recurring schedule, amount and payment details in their system, and sends iATS individual transactions as per the recurring schedule. This method involves implementing the ProcessLink web service.

Partner stores all recurring schedule and amount details, but sends a request to iATS to store the payment details via a Customer Code token. When a transaction needs to be processed, the partner will send iATS a transaction request using the Customer Code token as per the recurring schedule. This method involves implementing the CustomerLink and ProcessLink web service.

Partner initially sets up a Customer Code token with iATS to store all recurring schedule, amount and payment details securely in our system. iATS then auto-processes recurring transactions as per the recurring schedule. The Approval/Reject responses are not automatically sent back to the partner in this scenario unless the ReportLink web service is implemented. This method involves implementing both the CustomerLink and ReportLink web services.