How do I put a Recurring Billing Profile on hold or closed?

Recurring Billing Profiles have three different billing states that they can be: Active, On hold, and Closed. Once created, a Recurring Billing Profile is automatically put into the Active state. 

Within the Portal, you have the ability to change this setting if the consumer wants to put their payments on hold or cancel their recurring payment with you.

Must know:

  • Your user login must have Full Access to Recurring Billing in order to make changes to a Recurring Billing Profile.

How do I put a Recurring Billing Profile on hold or closed?

  1. Within the Portal go to Processing > Recurring Billing.
  2. Select the Recurring Billing Profile you’d like to put on-hold or close.
  3. Select ‘On hold’ or ‘Closed’ from the drop-down next to “Billing State”. 
  4. Click ‘Update’. 
  • Good to know:

    If a Recurring Billing Profile is put on hold or closed and then reactivated, the system will process any missed payments on that profile. If you don’t want back payments to be processed, we suggest closing that profile and creating a new one.
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