Working With Recurring Payments

The Recurring Payments feature allows you to make automatic charges to a Customer Payment Method on file for invoices. You'll need to indicate which invoices to charge and when to charge them in the Recurring Payments Settings. You can set up recurring payments at the System Level, the Customer Level or at the Invoice level.

Overview of Recurring Payments
The Recurring Payments feature allows you to make automatic charges to a Customer Payment Method on file for invoices. You'll need to indicate which...
Wed, 27 Sep, 2017 at 11:49 AM
Indicating Recurring Payment Settings
To indicate which invoices to charge and when on the Recurring Payments Settings screen, complete the following steps: Select Recurring Payments from the...
Mon, 18 Sep, 2017 at 11:09 AM
Adding a Customer Payment Method
Prerequisites: Enable Credit Card and ACH Payments or Connect Your Payment Gateway on the Payment Integration screen. There are two different w...
Wed, 27 Sep, 2017 at 11:51 AM
Setting Up Recurring Payments at the System Level
When you set up recurring payments at the System Level, every invoice for every customer within InvoiceSherpa will be charged automatically to the paymen...
Wed, 27 Sep, 2017 at 11:53 AM
Setting Up Recurring Payments at the Customer Level
When you set up recurring payments at the Customer Level, every invoice for the indicated customer(s) will be charged automatically to the payment method...
Wed, 27 Sep, 2017 at 12:03 PM
Allowing Customers to Self Enroll in Auto Pay
Customers can enroll themselves into automatic payments at the Customer Level. Allowing customers to enroll themselves makes it so that you do not have t...
Wed, 27 Sep, 2017 at 12:02 PM
Setting Up Recurring Payments at the Invoice Level
If you do not want every invoice sent to a customer to be charged automatically, you will set up recurring payments at the Invoice Level. Setting up r...
Wed, 27 Sep, 2017 at 11:54 AM
Searching for and Sorting Recurring Payments
The Recurring Customers screen shows stored Customer Payment Methods, Recent Recurring Charges, and Scheduled Recurring Charges. For each area, you can Sear...
Mon, 18 Sep, 2017 at 11:16 AM