Stax Pay: Recurring Payments

How do I setup a recurring payment/invoice within Stax Pay?

Use the following process to setup a recurring payment or invoice:

1. Select Create Invoice located in the upper right side of the main dashboard.

- You can also create invoices within your Invoices list or by selecting the + shortcut button located in the top blue bar 

2. Enter in the amount you would like to recur under PRICE, plus any applicable fields you require, and then select SETUP SCHEDULE.

3. Enter the parameters and frequency for your recurring payment/invoice under SETUP SCHEDULE then select CONTINUE.

5. Select or create a new customer - or simply skip this step.

6. Enter in or select a payment method to set up for AUTO PAY. Select CREATE AS INVOICE to send out a recurring invoice (i.e. customer gets emailed a bill monthly to pay themselves)

*All of your recurring invoices or auotpay transactions will be listed within your Schedules list.

1. Stax Pay | Recurring Billing

2. Stax Pay | Recurring Billing | Schedule

5. Stax Pay | Recurring Billing | Invoice or Autopay

How do I delete a recurring payment/invoice?

1. Select SCHEDULES from the main toolbar

2. Search and select the customer you would like to delete

3. Under the customer's name select DELETE

 

How do I edit a customer's recurring payment method?

1. Select SCHEDULES from the main toolbar

2. Search and select the customer you would like to edit 

3. Select EDIT AUTOPAY

4. Enter in the new credit card information

 

How do I edit the customer's recurring timeline or amount?

1. Select SCHEDULES from the main toolbar

2. Search and select the customer you would like to edit 

3. Select EDIT

4. Enter in the new amount or timeframe information at the bottom of the page

5. Select SAVE CHANGES

 

If you have any further questions or need additional assistance, you can email our Support Team at email support@fattmerchant.com.