In ClientPay you can create a Scheduled Payment from a previous transaction. This allows you to set up recurring payments without re-collecting card information. To do so, follow the below steps:
- Click on Transactions from the left navigation menu in ClientPay.
- Select any transaction from within the past six months that you wish to create a schedule from and click Create Schedule on the right.
Note: The initial transaction will NOT factor into the recurring billing profile. For example, if you schedule a client’s card to be billed $500 on the first of the month, every month, until they pay a total of $2,000, and the initial transaction you clicked on was for $500, that card will be billed $2500 in total, as the initial charge is not included in the recurring billing parameters.