Set Up a Recurring Billing

Merchant Portal

Last Updated: July 24, 2025

Here's an interactive tutorial

    

22 STEPS

1. Welcome to this tutorial, "Set Up a Recurring Billing."

2. Start by expanding the Gateway menu.

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3. Click Recurring Billing.

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4. Click Add Recurring Billing.

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5. Select the Merchant Account.

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6. Type to search for the Customer. Then select the correct account from the drop-down.

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7. To confirm the account information, click the arrow to expand the customer's details.

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8. Click to view the customer's saved payment methods that match the Merchant Account type.

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9. Select the Customer Wallet to use for the recurring transaction.

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10. Select the Recurring Type. For this example we will set up a billing with a fixed number of installments.

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11. Enter the Amount for each payment.

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12. In the Every field, start by entering the Frequency.

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13. Select the Period from the drop-down.

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14. Use the Date Selector or type in the date the billing should start.

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15. Enter the Number of Payments.

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16. Click the checkbox to Send a Payment Reminder.

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17. Use the up/down arrows or type in the number of days before the payment is due to auto-send the reminder to the cardholder.

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18. Enter a Description for the transaction.

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19. If your business has API enabled to can enter a Recurring API ID here.

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20. Click Save.

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21. From the confirmation screen you can End, Skip, or Defer a payment. You can also Edit the details of the recurring transaction.

That's it. You're done!

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