How to Setup Recurring Billing

To Add a Recurring Charge

1. Click on Daily

2. Click on Customers

3. Find the customer you want to add a recurring charge to

4. Click Financial

5. Click Recurring Billing

6. Click New

7. Put the Transaction type as charge

8. Choose interval – monthly, yearly, etc

9. Choose date from (first date of billing)

10. If it will continue until the member cancels, select "Do Not End"

11. If it is only for a set number of times, select the number of times

12. Select an inventory item by tying at least 3 characters in the box to see a list to choose from (if you do not see what you want to charge, you will need to create the inventory item and start this process again after refreshing the system once the item is entered into inventory)

• The price autofills based on what it is in inventory. 
• You can change that price if you wish
• Keep in mind, this is a "Pre-Tax" price. 
• If the price includes tax, be sure to back that out of the price

13. If this is going on their account each month/year etc , you are done and can hit save

14. If this amount will be auto charged to their card or ACH on file, please continue to the next step. 

• For example, this would be setup as recurring dues if this is the only amount that you want going on their credit card / ACH. 
• If you want this to hit their account, but then pay this and any other charges each month on a certain date. Do NOT continue and refer to "How to Setup Recurring Payments"

15. Choose credit card to use (Again, if charging to their account, leave blank)

16. Choose Payment Group

17. Choose Payment Type

18. Click Save