How to Set Up Recurring Payments

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 31^st, 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.

You can keep an ACH on file as well as the Credit Card on file for Recurring Payments.   This is currently only available for recurring right now, not new transactions or quick order.  But, we will keep you posted!

Under Customer, Financial, Card(s) ACH On File, click on New ACH.

Complete the screen that pops up. 

Press Proceed

You now have the ACH saved to the customer’s account.

You now have the ACH saved to the customer’s account.  It is available for the Recurring payments now, or as the payment in the recurring charge section.