Learn how to set up recurring billing, known as Scheduling Invoices in Stax Pay.
Use the following process to set up recurring billing via invoices.
1. Select Create Invoice, located on the upper right side of the main dashboard.
- You can also create Invoices from your Invoices list or by selecting the + shortcut button located in the top blue bar.
2. Enter the transaction amount you want to recur, plus any applicable fields required, and then select Setup Schedule.
3. Select Setup Schedule and choose the parameters and frequency for your Invoice.
Select Continue to finish your Invoice creation with Recurring Billing.
All of your recurring invoices or autopay transactions will be listed within your Schedules list located in the main navigation within Stax Pay.
Deleting a Recurring Billing Invoice
1. Select Schedules from the main toolbar.
2. Search and select the customer associated with the Recurring Payment.
3. Under the customer's name, select Delete.
Editing a customer's Recurring Billing payment method
1. Select Schedules from the main toolbar.
2. Search and select the customer associated with the Recurring Payment.
3. Select Edit Autopay.
4. Enter the new credit card information.
Editing the customer's Recurring Billing timeline or amount
1. Select Schedules from the main toolbar.
2. Search and select the customer associated with the Recurring Payment.
3. Select Edit.
4. Enter 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, contact our Support Team.