Adding a Recurring Charge

Modified on Wed, 22 Mar 2023 at 03:48 PM


Add recurring charge

Daily, Customers, Financial, Recurring Billing

New 

Transaction type is charge

Choose interval – monthly, yearly, etc

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

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

Choose item and price autofills

Choose credit card to use

Choose how the customer will receive their receipt

Save

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