Scheduling recurring customer card payments

To schedule a recurring credit card payment:

  1. Click “Add” in the Schedules sub-menu

2. Select the account that will process the transaction

3. Select “Card Transfer” as the Payment Method

4. Select the card

If no card is displayed or you cannot find the credit card in the list, the card needs to be added to the system (see “How to Add a Card” for more details)

5. Add the amount of the card transaction

6. Select “Recurring” and update the occurrence information such as start date, end date, frequency, day, etc.

7. Add a customized friendly name

8. Add a customized Order Number

9. To add references, click on the “References” bar to expand the fields

10. To view the Schedule Summary, click on the green button to load all the details

11. Click on the “Add” button to save the schedule

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