How To: Set Up Recurring Payments
Automating Recurring Payments saves time and resources that would otherwise be spent on manual invoicing, tracking payments, and following up with late payers.
In this article, the following topics will be discussed:
- What is a Recurring Payment?
- How to set up a Recurring Payment
- How to edit or disable a Recurring Payment
What is a Recurring Payment?
A Recurring Payment, also known as a subscription or automatic payment, is a financial transaction in which a Customer authorizes your business to charge a specified amount of money at regular intervals.
To set up a Recurring Payment for a Customer’s Order, the Customer MUST have a Credit Card on file in Customer Details.
In TapGoods PRO, there two types of Recurring Payments:
- Weekly: The Customer will be charged in weekly intervals (ex. Monday, Wednesday, and Friday) between the Start and End Dates that are configured.
- Monthly: The Customer will be charged on recurring dates of each month (ex. On the First Sunday of every month).
After a Recurrence is selected, the Recurring Payment will begin on the Start Date and stop charging the Customer’s card after the End Date. When a Recurring Payment is set up, then TapGoods PRO will automatically send out the "Recurring Payment” email to the Customer to notify them that their Recurring Payment will be charged to their card.
How To: Set Up Recurring Payments on an Order
To set up a Recurring Payment, follow these steps:
- Navigate to the Billing tab of an existing Order.
- In “Recurring Payments” enable the toggle next to “Recurring Payments”.
- Enter a Quantity next to “Payment Amount”. This is the amount of money that will be charged to the Customer’s card each time the configured interval passes.
- Click on the dropdown arrow next to “Customer” and select the Customer that will be billed.
- Click on the dropdown arrow next to “Payment Method” and select a Credit Card.
- Click on the dropdown arrow next to “Repeats” and select Weekly or Monthly.
- Select the days that the Payment will repeat.
- Select a Start Date and End Date.
- Click Submit.
How To: Edit or Disable a Recurring Payment
If you want to edit or disable a Recurring Payment, click on the gear icon in the Recurring Payments section of the page.
After clicking on the Gear icon, the Recurring Payment form will reload and you can edit the conditions or disable the Recurring Payment entirely by disabling the Recurring Payment toggle.
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