It's easy to view, modify, suspend, and track your recurring payments.
NOTE: These changes only apply to new recurring payments. Payments that have already processed cannot be modified.
After you set up recurring charges, you can view and access them through the Manage Recurring Payments page.
You can drill down for additional details, modify or suspend recurring payments, and customize this report.
To open the Manage Recurring Payments page do one of the following::
To change a recurring payment, click the customer name to open payment details. In some cases, you can make changes directly within the list.
Edit payment details. Change the amount, update a customer's name, address, credit card number, or card expiration date. Sometimes, you can change the billing schedule too.
You can edit:
When frequency is set to Yearly and start date has passed,
you'll see these Month and Day of the Month scheduling options.
When frequency is set to Monthly and start date has passed,
you'll see only the Day of the Month option.
Important: If you make changes to the fundamental terms of a recurring payment, get a new signed authorization form from your customer.
The Next Bill Date is dynamically calculated based on a payment's Start Date, Frequency and End Date.
When you edit the circled fields,
you'll see the Next Bill Date update automatically.
The payment's existing schedule determines
whether or not these fields are editable.
Only certain existing schedules are editable. If you can't edit a field, check back in the bullet list of editable fields in this article to find out why.
TIP—Make a one-time change to next billing date: If your recurring payment is monthly or yearly, choose the next billing date you want from the Month and Day of the Month fields. If you want, you can change it back before the next scheduled payment.
How do I change the billing schedule for frequencies other than monthly or yearly?
At this time, you can change only monthly or yearly frequencies. But there are some workarounds for other frequencies. If you want to:
View payment activity. See a list of actual payments made for a recurring payment you set up. Click the customer name to view details. Then click the Payment Activity tab.
Warning: If you delete a recurring payment, you lose the ability to view all individual past payments related to it. However, past payments remain in your transaction history, so you can search by customer. Read how to search transactions.
Suspend. Suppose a customer has a magazine subscription and will be out of town for a month. You can suspend the subscription for that month and resume it when they return. Do so in one of two ways: Within the Manage recurring payments list, go to the Status column, click the drop-down arrow and choose Suspend. Or, view details for a recurring charge and on Payment Details tab, click the Suspend button.
Resume a suspended recurring payment. If you suspended a recurring payment, the Status column and details page features a Resume option instead of a Suspend option. Say your customer returns from vacation and wants your services again. Resume the suspended charge and payments will begin on the next scheduled date.
Find a recurring payment. In the search box above the list, start typing a name, or description, or any text associated with that recurring payment. As soon as you start typing, the list automatically filters to show instances where it found the text you entered. This text could exist in any field and appear anywhere within the field.
See recurring payments that have expired. On the top left of the screen, click the Display Expired Entries checkbox.
My customers are getting payment confirmation emails. How can I stop these messages?
You can turn off all customer emails for recurring payments.
Choose how many records you want to view at once. On the upper right of the screen, click the View dropdown and choose the number of records to display.
View recurring payments that are off-screen. On the lower right, click the Previous or Next button.
Sort the list. Click any column heading to sort by that field. Click again to sort in reverse order.
Print the report. Go to the top of the list and choose Actions > Print.
Export to Microsoft Excel. Go to the top of the list and choose Actions > Export.