Getting started with Rerun is simple. Follow the steps below to ensure that you’re getting the most out of your Rerun instance.
Payment Processing Credentials:
When you sign up with Rerun (non-Stripe), you’ll need to wait to receive your unique payment processing credentials before being able to process real, live transactions. These credentials will come from our payment processor, Forte Payments, and will be sent to you in two separate emails for security purposes. These credentials typically take 24 to 48 hours to receive after you have signed up and are approved, otherwise, you’ll receive an email from Forte in regards for more information. These payment processing credentials should be entered in the Settings tab > Payment Credentials.
Connecting with Stripe:
When you sign up for Rerun & Stripe, you will go to the Settings tab > Processing Details. Here you will follow the steps to connect to your Stripe account to use for your recurring payments.
Importing from 3rd Party Integrations:
If you’re not using a third party accounting software, you can skip this step. After putting in your payment processing credentials, you’ll want to import your customers, items and tax codes (if applicable) to Rerun to get started. Rerun does not require a third party integration in order to be used, it is a stand-alone solution as well. You’ll want to import these into Rerun if you’re going to sync between Rerun and your accounting software because otherwise, when you’re adding in your customers email addresses and you go to sync your Rerun account to your accounting software, you’ll receive duplicates in your accounting data file.
Create your Payment Stream(s):
The first step you’ll want to do with your Rerun account is go to the Payments tab and click on the Create Payment Stream button at the bottom. From here, you can decide if you want this payment stream to Automatic or Invoicing, the number of payments, the frequency, and which items are assigned to the stream. If you haven’t already added in items under the Settings tab and didn’t import them, when you add items under a payment stream, they’ll be saved for all future payment streams. You can add any amount of items to a payment stream as you need to.
Creating and Adding Customers:
You can import customers from your third party accounting software, or you can add them in manually. We also have the option of setting up a customizable checkout process to link to from your website, in which your customers can sign up directly for any of your payment streams. To add a customer manually, go to the Customers tab and click on the Green + sign above your customer list on the left hand side. You can either enter in their payment and contact information manually, or send them an email to My Account to have them do it themselves.
Adding Customers to your Streams:
If you are manually adding the customers to your payment streams, which means you are not having them go through your checkout process, you can do this one of two ways. Please note: Your customer must have an active payment method present in order to add them to a payment stream.
- Click on the Payments tab and click on the + sign for the specific stream you wish to add the customer to. This will allow you to search for the customer you wish to add. You can choose whether to give them a discount (% or $), choose their specific start date, add up to two tax codes, and add the total amount of payments. You can also prorate a customers payment if they are starting after your payment has already processed for other customers. The prorating button allows you to charge a customer for a specific amount in case they haven’t used the full service for that month or so. You can decide how many payments you want the customer to pay, even if your payment stream is set to unlimited.
- Click on the Payments tab and click on the Details button to expand the payment stream. This will allow you to search for the customer you wish to add. Similar to the above scenario, you can add a discount, up to two tax codes, and the total number of payments. You can also prorate a customers payment as well.
Once you’ve added your payment streams and added in your customers, you are all set. You can set up Email Automation to send your customers emails and check out the Activity tab to generate and view reports.