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Recurring Payments

What are Recurring Payments

Recurring payments take place when customers authorize a merchant to charge them on a prearranged schedule (monthly, weekly, daily, annually, etc). This normally includes plans and subscriptions.

Create New Plan

  1. Click New Plan on the right-top of the page.
  2. Enter a Plan Name.
  3. Enter the Amount you want to charge.
  4. Select the Frequency that the payments will occur.
  5. Select the Termination date of the plan. If your plan does not have an end date, select “until cancelled”. Otherwise you can define a specific schedule.
  6. When finished, click Save Plan. You will be taken to the Plans screen.

Create New Subscription

  1. Click New Subscription on the right-top of the page.
  2. Select an associated Plan from the list. The amount input will be filled out automatically based on the plan information.
  3. Select a Start Date for the subscription.
  4. If the plan you selected does not have an end date, you will be asked to define if you want to auto-renew the subscription and notify the customer.
  5. Enter the Payment Details. Click on Select Customer to add the details. Note that only existing customers with a valid card are selectable. The customer information will display automatically.
  6. You will be asked to Agree to the terms and conditions.
  7. Define a One-Time Payment if needed. Activate the toggle and enter the amount. The fee will display under the input automatically.
  8. Fill out the Order Details on the next tab on top of the page. This information is not required but if needed you can enter “Order ID”, “PO Number” and “Order Description”.
  9. When finished, click Save Subscription. You will be taken to the Subscriptions screen.