Whether you’re collecting monthly fees, managing subscriptions, or handling one-time payments, recurring and scheduled payments make it smoother to save time and get paid on time.
Recurring vs Scheduled Payments
A recurring payment is an automatic charge that happens on a regular basis, like weekly, monthly, or yearly with a set amount and a defined number of times it repeats.
A scheduled payment a one-time charge that's set to be processed on a specific future date.
Create a Recurring or Scheduled Payment
Recurring payments can run for up to 100 installments. After that, you’ll need to set up a new recurring payment to keep automatic charges going.
To create a recurring or scheduled payment:
- Open the platform.
- Click Sales.
- Click Billing & Invoicing.
- Click New.
- Select Recurring Payments.
- Select a client from the list.
- Select either I have card details ready or Request card on file.
- Optional: For "Request card on file," enter SMS or Email and click Send Request.
- Under "Payment frequency," select Recurring or One-time (Scheduled Payment).
- Enter payment details.
- Click Continue to card details.
- Enter the credit card information or select a saved card.
- Optional: If permitted, check the Client has consented to save this card on file for future payments box.
- Click Create payment.
Important: Once a payment is saved, the name, frequency, and amount can’t be changed. To make updates, you’ll need to cancel the existing payment and create a new one.
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