How do I create a Recurring Billing Profile?

If you want to charge a consumer on a recurring basis, you will need to create a Recurring Billing Profile. A Recurring Billing Profile allows you to pre-schedule a series of transactions for recurring payments. 

Examples of this could be membership fees, installment payments for a purchased item, etc.

Must know:

  • Recurring Billing must be enabled on your account in order to use it. Contact Customer Care if you’d like to add this to your account.
  • Once a Recurring Billing profile has been created, payments to that profile will occur automatically unless the profile has been put on hold or closed.

How do I create a Recurring Billing Profile?

  1. Within the Portal go to Processing > Recurring Billing.
  2. Click on ‘Add Account’. 
  3. Fill in the form with the consumers information.
  4. Click on ‘Add Account’.

Good to know:

  • Once you have filled in all the fields, a table will display the first three billings dates. If this doesn’t match what you are looking to charge you may need to adjust your dates. 

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