How to set up Recurring Payments
Go to Daily, Customer, Financial, Recurring Billing. Click on New.
Choose your transaction type as Payment.
Choose your interval as Monthly.
Choose Do Not End after the date from. Change the Date From, the day you wish to begin the monthly payments. The instance below is for Payments to be run on the first of the month.
Change Charges Day of Month Thru to the 31st, to capture all the monthly charges.
If there is a credit card on file, choose that and fill in your Payment Group and Type. The Delivery Method will default to do not send, but can be changed to email or Text. Save.
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