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Recurring & Scheduled Payments

Whether collecting monthly fees, offering subscription-based services, or managing one-time payments, recurring and scheduled payments will help you save time and ensure on-time payments from clients.

There are two payment types:

  • Recurring payment: A pre-authorized charge with a pre-defined amount, frequency, and number of repetitions
  • Scheduled payment: A one-time future charge with a fixed amount and pre-defined date

Creating New Payments

To create a new recurring or scheduled payment:

Important: Once a payment has been saved, there is no way to edit the name, frequency, or amount. To update payment details, you'll need to cancel and create a new payment. 

  1. Open the platform.
  2. Click Payments.
  3. Click Billing & Invoicing.
  4. Click New.
  5. Select Recurring Payments.
  6. Enter the payment name.
  7. Under "Payment Frequency":
  • For recurring payments, select Recurring.
  • For a scheduled payment, select One Time.
  1. Enter the remaining payments details.
  2. Optional: Add an internal note. It will only visible to you.
  3. Optional: Check "Send receipt after each payment" to the client.
  4. Click Continue to Card Details.

  1. Review payment details.
  2. Enter the client's credit card information, or select a saved card.
  3. Check "Client Has Consented to Save This Card On File For Future Payments".
  4. Click Create Payment. 

Note: Recurring payments have a maximum of 100 installments. Once this limit is reached, you'll need to create the recurring payment again to continue with automatic charges.

Managing Payments

To view recurring and scheduled payments:

  1. Open the platform.
  2. Click Payments.
  3. Click Auto-Billing.
  4. Click the relevant payment.

Tip: You can also go to Clients > Relevant Client to see all client activity, including payments.

Editing Active Payments

You can currently edit credit card details and cancel a payment. Other details cannot be changed.

Payments Received

To view processed payments:

  1. Open the platform.
  2. Click Payments.
  3. Click Payments Received.
  4. Click on the relevant payment.

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