Before you can set up recurring billing for a customer, you must create a profile to store their payment information and recurring billing contract.
Important: You must enter either a first name and a last name, or a company name when you add a new customer for recurring billing. Read more
• You must add a customer for recurring billing before you can add a payment card to their customer profile.
• The Payments Portal does not save the payment card’s CVV or use it when running recurring billing transactions. Read more
Important: You must add a customer for recurring billing and add a payment card to their profile before you can create a recurring billing contract.
Use the customer’s profile to create a recurring billing contract. Read more
Yes. You can view the following reports using the Recurring Billing page:
The customer’s billing reports
Viewing tomorrow’s schedule
Use Tomorrow’s Schedule to view a list of transactions that the Payments Portal will run the next calendar day. Read more