When your Recurly site is in sandbox mode, use the Clear Test Data button to delete all accounts (and related subscriptions and transactions) that were created in your test site. This action will not impact any configuration elements like subscription plans, coupons, or email templates. Third party integrations, such as Xero and QuickBooks Online, will be removed when test data is cleared, along with any configured webhook endpoints. This action is not reversible, so use it with caution.
Company Name is used on hosted pages and default invoice templates, and can be modified here.
To update the name shown on your customer bank statements, please contact your merchant bank and request an update to your DBA.
Site subdomain is used on hosted pages and within your API credentials, so changes to site subdomain will also require an update to your API authentication. You may need to log out and log back in to see subdomain changes take effect.
New Feature: Set sidebar Color theme
Recurly now offers the option to change the sidebar color of your Recurly site. (The sidebar is the section on the left with site navigation links.) Currently, your Recurly sidebar is purple. Now, Recurly provides three new color options: teal, blue, and steel grey.
To change your sidebar color, you'll simply go to Configuration and choose Site Settings. Then choose Site Customizations, select your Sidebar Theme, see how it looks, and save (or choose another color). It’s that easy.
Note: Only Admin users of Recurly will be able to change the sidebar color, and any changes will apply to all users accessing that Recurly site.
This sets the minimum fields required for billing address from your customers. Please make sure this matches the address requirements for your gateway's Address Validation Service requirements. Most gateways require Street Address and Postal Code, while PayPal requires a full address, and Beanstream asks for full address and phone number.
Recurly recommends collecting postal code at a minimum.
If you are collecting taxes, make sure you are collecting enough address information for an accurate tax rate. When taxes are enabled, Country is automatically required for all Billing Information addresses on your site. Site Settings address requirements do not work with the Account Information address. If you are taxing based on the Account Information address, make sure you collect and save in Recurly the details you will need for an accurate tax rate.
Here are our recommendations:
- United States - Full Address (Postal Code and Country is required at a minimum for U.S. Sales Tax to be calculated.)
- Canada - Country and State/Province
- Australia, New Zealand, Israel, European Union, Non-EU Europe - Country
Recurly uses ISO alpha-2 country codes on all forms. For example, United Kingdom is "GB", not "UK". Only the United States (US), Canada (CA), Italy (IT) and the Netherlands (NL) will require a state/province if that field is required in your Site Settings address requirements. See Recurly's ISO alpha-2 Codes.
Merchants with our Multiple Currency add-on are able to define multiple currencies in their Recurly account, which is set here. Once you start processing transactions in one currency, you will not be able to change your site to another currency.
Recurly will communicate directly with Billing Contact Email for any Recurly receipts. This email address is also your site's default From email address, but this can be reconfigured in your Email Templates. The Technical Contact Email and Phone Number will be used for any major technical issues related to your site. Since many of these messages are directly actionable, please do not use role-based email addresses (e.g. [email protected], [email protected], or [email protected]) for either of these contacts.
These fields define your company information for display on your customer invoices. Setting your country will also determine the Payment Gateways available to your business.
Enhanced Tax Identification Number functionality
In September 2020, Recurly introduced the ability to set Tax Identification Numbers per country and display only the relevant country's information on each invoice. More information below. To configure these settings, please refer to your Site Settings page.
If you sell goods or services internationally, you can enter your default VAT number or Tax Registration number in site settings. These numbers will appear on all invoices, unless you set country-specific VAT numbers.
Setting country-specific VAT numbers in Tax Settings will allow you to configure tax identification information and include it on customer invoices on a country-by-country basis. For example, if you are registered to sell in Singapore and Turkey, you can enter your tax registration numbers for those countries. A Turkish customer would only see your Turkish ID, and a Singaporean customer your Singaporean tax ID.
This feature allows merchants to specify a public IP address or range that represents your computers and bypasses Recurly's fraud checks. This feature is especially useful for merchants who manually process transactions on behalf of their customers.
IP Addresses can be given in the following formats:
Single IP: 192.168.0.1
IP Range: 192.168.12.0/24 (Range must be narrower than /24).
Merchants who have multiple billing systems funneling into one gateway account can define an Order Number Prefix inside of Recurly. This will help you uniquely identify Recurly transactions inside your payment gateway virtual terminal. Please note that this is on the backend only and will not show up on the invoice.
Paypal Payment Gateways does not support invoice prefixing.
Updated almost 2 years ago