How to Setup Recurring Billing

Modified on Thu, 23 Mar 2023 at 12:12 PM

Add recurring charge

Daily, Customers, Financial, Recurring Billing


Transaction type is charge

Choose interval – monthly, yearly, etc

Choose date from (through will fill in automatically when you choose the number of times  for example – Annual membership charge, paid by the month -interval monthly #12 times – once a month for a years membership dues

From and through date for that example would reflect one year.

Choose frequency

Choose item and price autofills

Choose credit card to use

Choose how the customer will receive their receipt


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