Edit Recurring Billings (Hold, Skip, Change Run Dates)

Merchant Portal

Last Updated: August 21, 2025

Here's an interactive tutorial

   

27 STEPS

1. Welcome to "Edit Recurring Billings (Hold, Skip, Change Run Dates)."

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2. Start by clicking Gateway.

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3. Click Recurring Billing.

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4. You can use the type-in filters to search for a specific recurring billing.

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5. Click the ellipsis to view the options.

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6. Editing a Recurring Billing

Start by clicking Edit.

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7. For this example, we will edit the Next Run Date. This will change the due date for future occurences.

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8. Use the Date Selector, or type in the new Run Date.

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9. Click Save Changes to accept the new Run Date.

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10. Pausing a Recurring Billing

Note that pausing a recurring billing will not change the total number of payments due on an installment billing.

Start by clicking Pause.

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11. Click Yes, Pause to confirm. The billing is now paused.

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12. Resuming a Paused Billing

Click Resume.

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13. Click Yes, Resume to confirm. The customer will now be billed on the next Run Date.

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14. Skipping a Recurring Billing

Start by clicking Skip.

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15. Note that skipping a recurring billing payment will reduce the total number of payments due on an installment billing.

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16. Enter the Number of Payments to Skip.

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17. Click Skip Payment.

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18. Click Yes, Skip to confirm. The number of payments entered will be skipped.

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19. Deferring a Recurring Billing

Start by clicking Defer.

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20. Deferring payments postpones the next Run Date of a recurring billing. It also extends the length of an installment billing so that the same number of payments are billed.

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21. Enter the Number of Payments to Defer.

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22. Click Defer Payment.

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23. Click Yes, Defer to confirm. The number of payments entered will now be postponed.

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24. Ending a Recurring Billing

Click End to finish a recurring billing.

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25. Note that once you end a recurring billing it cannot be restarted.

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26. Click Yes, End to confirm.

That's it. You're done!

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