How To Set Up Recurring Payments

Modified on Thu, Nov 21 at 12:56 PM

To set up Recurring Payments, follow these steps:


- From the "Dashboard" select Customers

- Select the Customer Name


-  In the "Customer Profile" click on the Recurring Payments


- You will now see a screen pop up that says "Setup Recurring Payments" 


Select the Payment Method - Select which payment method on file will be billed(CC of ACH)


Run Automatic Payment 

- On Due Date - Recurring payments will bill on the due date  

- On Invoice Date - Recurring payment will bill on the Invoice date  

- One Date After Invoice Date - Recurring payment will bill the next day after invoice date 

- Calendar Date - Recurring payment will bill on the specified calendar date 


When invoice Amount is less than - you can set a safety net here. If an invoice is over a certain dollar amount then the payment will not run automatically. Any amount set here and below will bill automatically.


Send Customer Receipt - If checkbox is selected, a reciept will be sent to the email on file for this customer. 





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