How to setup recurring payments?

Go to: Click Here

https://www.cardpointe.com/

Follow these steps:

Click On Virtual Terminal
Select Billing Plan
Click on New Billing Plan

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

Search for a customer if your profile has already been saved. > This will add the credit card information right away.

If its new customer add the information.
Select Email receipt if you want to automatically send the invoice.

<>Plan Scheduling

Select the Plan Start Date
Bill Every: Number of times per Frequency
Frequency: Daily/ Weekly/ Monthly/Yearly
Until: Select the due date

Cancelled : Options are Until
End Date: Until the specific date
Total # of Payments: Total X payment (6/12/24)

Plan Name: Give custom name to the plan (for your reference)
Amount: amount to be charged in the frequency
Select: In order to save the card information you will have to get permission form the customer.
Save Plan

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

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