Recurring Billing: How to Set Up a Recurring Payment

Add Customer – use this function to create a customer record and store their contact and billing information, you can also store credit card or ACH information. The highlighted fields are required to save the customer record.

Once created, you will see this screen, you can add a credit card via the “Add Credit Card or ACH” then add a recurring contract via “Add Contract”:

Add Credit Card or ACH: Once the customer record is in place, you can save a credit card or ACH account by entering the appropriate highlighted information below:

Credit card

ACH

Add Contract-Once a credit card or ACH account is saved, you can add a contract. The contract requires the below highlighted fields. This contract will process automatically on the given day at whatever frequency you set (from daily to yearly)