Recurring and Scheduled Payments, Create or Change

Recurring payments allows you to setup a schedule for transactions to run on their own according to a set schedule and frequency. You can always edit or modify a schedule at any time.

Creating a Recurring/Scheduled Payment:

• To create a recurring or scheduled payment, navigate to the Process Transaction tab in the left panel.
• Enter the customer and card or check details- see here
• Scroll down and click on the banner labeled Recurring Payment
• Check the Create a recurring schedule
• Enter a title for this schedule
• Enter a set number of times this transaction should run, or mark it ongoing until you turn it off
• Choose when this schedule should begin
• Finally, choose a frequency for this schedule
• Click process transaction
  

 

Modifying a Recurring/Scheduled Payment: 

To change the details of a recurring schedule, navigate to the Recurring tab on the left panel.

• Locate the schedule you wish to edit.
• Click on the eyeball icon next to the transaction details.
• Edit schedule as desired.
• Click Update