Stax Pay: Setting Up Recurring Payments

Learn how to setup Recurring Billing know as Scheduling Invoices in Stax Pay.

Use the following process to setup Recurring Billing via Invoices

 

1. Select Create Invoice located in 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 in the transaction amount you would like to recur, plus any applicable fields you require, and then select SETUP SCHEDULE.1. Stax Pay | Recurring Billing

3. Select SETUP SCHEDULE and choose the parameters and frequency for your Invoice.

2. Stax Pay | Recurring Billing | Schedule

 

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.

 


How do I delete 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

 

How do I edit a customer's saved payment method associated with a Recurring Billing schedule?

1. Select SCHEDULES from the main toolbar

2. Search and select the customer associated with the Recurring Payment

3. Select EDIT AUTOPAY

4. Enter in the new credit card information

 

How do I edit 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 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, contact our Support Team.