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How do I modify an existing recurring payment?

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.

Where to manage recurring payments

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::

  • If you sync recurring payments with QuickBooks, open QuickBooks and choose Customers > Credit Card Processing Activities > Set Up Recurring Payments.
  • If you use Recurring Payments alone, sign in to your online service center, go to the menu bar on any page and choose Processing Tools > Manage Recurring Payments.
Modify a recurring payment

To change a recurring payment, click the customer name to open payment details. In some cases, you can make changes directly within the list.

You can:

  • 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.

    1. Click the customer name to view details.
    2. Locate the section that contains the information you want and click that section's Edit link.

    3. Make desired changes.

      You can edit:

      • Customer contact information
      • Amount only prior to the first monthly cycle if items are used, otherwise at anytime if items are not used
      • Description
      • Start Date only if the Start Date is still in the future (tomorrow or later). If this field is not editable, it means the start date is passed, and you can't change it.
      • Frequency only if the current frequency is monthly or yearly. Learn more about changing the schedule.
      • Day of Month. If the frequency is Yearly or Monthly and the start date has passed, you can choose the day of the month on which you want the next payment to occur.

        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.

      • End Date. You can change the End Date to tomorrow or any day after that. You can even change the End Date of expired payments. But, you can't edit the End Date for payments with frequency set to Once.
      • Credit Card Number
      • Credit Card Expiration Date - If the card number has not changed, then only enter the new expiration date and do not re-enter the same card number. Only enter the card number if it has changed as well.
      • Cardholder name and billing address

    Important: If you make changes to the fundamental terms of a recurring payment, get a new signed authorization form from your customer.

  • 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.

  • Delete. To remove a record entirely, delete it. 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 Delete. Or, view details for a recurring charge and on Payment Details tab, click the Delete button. The record disappears and no future payments are processed.

    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.

Work with the recurring payments report
  • 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.

KB ID# HOW16047
8/22/2017 7:17:26 PM
QYPPRDQBKSWS03 9138 Pro 2017 053d93