Overview
In ClientPay, you can quickly set up a recurring payment schedule using a client’s existing transaction history. This allows you to automate future billing without needing to re-collect or re-enter sensitive card information.
⚡ Quick Steps
Navigate: Click on Transactions in the left-hand navigation menu.
Identify: Find a transaction from within the past six months that you want to use as a template.
Execute: Click the Create Schedule button located on the right side of the transaction entry.
⚠️ Important: Billing Parameters
When creating a schedule from a previous charge, it is vital to understand how the total balance is calculated:
Initial Charge is Separate: The transaction you select to create the schedule is not included in the recurring billing total.
Example Scenario: * You click on a previous $500 transaction.
You set up a schedule for $500/month until a total of $2,000 is paid.
Result: The client will ultimately be charged $2,500 ($500 initial + $2,000 via the schedule).
🛠️ Available Transaction Actions
From the transaction menu, you also have access to these quick actions:
Issue Refund: Reverse a previous payment.
Re-Charge: Run a one-time charge using the same card.
Resend Receipt: Email a copy of the transaction record to the client.
Print Receipt: Generate a physical or PDF copy for your records.
‼️ Always verify the Total Amount field in your scheduling parameters to ensure it accounts for (or excludes) previous payments as intended.