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. 

Screenshot showing recurring billing profile with first three billing dates

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