How to setup recurring payments?

Go to: Click Here

Follow these steps: 

1. Click On Virtual Terminal
2. Select Billing Plan
3. Click on New Billing Plan

<> Once the New billing Plan is open, follow these steps.

1. Search for a customer if your profile has already been saved. > This will add the credit card information right away.
1. If its new customer add the information.
2. Select Email receipt if you want to automatically send the invoice.

<>Plan Scheduling

1. Select the Plan Start Date
2. Bill Every: Number of times per Frequency
3. Frequency: Daily/ Weekly/ Monthly/Yearly
4. Until: Select the due date
1. Cancelled : Options are Until
2. End Date: Until the specific date
3. Total # of Payments: Total X payment (6/12/24)
5. Plan Name: Give custom name to the plan (for your reference)
6. Amount: amount to be charged in the frequency
7. Select: In order to save the card information you will have to get permission form the customer.
8. Save Plan

If you have any questions or concerns, please give us a call at +1(866) 553-3999.