STEP 1

Enter the customer information, including card info in the red box.

Or search for an existing customer in the blue box.

STEP 2

Check the "Email Receipt" box if you'd like the customer to automatically be emailed a receipt for each recurring transaction.

STEP 3

Select the first date for the billing plan to start.

STEP 4

Select how often you'd like the billing plan to run. You can choose the time period and how many between each transaction.

Some examples include: every 30 days, every 1 month, every 1 year, every 3 months, every 2 weeks, etc. So many different possibilities to offer maximum flexibility to your customers.

STEP 5

Select when you'd like the plan to stop processing automatically.

Select "Until Cancelled" to keep the plan going until it is manually cancelled.

STEP 6

Select "Until End Date" to keep the billing plan active until a specific date.

STEP 7

Select "Until # of Payments" to keep the billing plan active until a certain number of payments have been made.

STEP 8

Enter the name of the billing plan.

STEP 9

Finally, just enter the amount the billing will process each time automatically!

Ready to sign up?