Recurring payments, also known as Scheduling Invoices in Stax Pay, allow you to automate billing for your customers. This feature is particularly useful for businesses that provide subscription services or regular billing. Below is a step-by-step guide to setting up recurring billing via invoices.

How to Set Up Recurring Billing:

1. Select Create Invoice: Located on the main dashboard's upper right side. You can also create invoices from your Invoices list or by selecting the + shortcut button in the top blue bar.
2. Enter Transaction Details: Input the transaction amount you want to recur and fill in any applicable fields. Then, click Setup Schedule.
3. Choose Schedule Parameters: On the Scheduler, select the parameters and frequency for your invoice.
4. Complete Invoice Creation: Click Continue to finish creating your invoice 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.

🚧

Please note that for recurring invoices, if a payment method is saved on file by either you or your customer, auto-pay will automatically be turned on.

Managing Recurring Payments

Deleting a Recurring Billing Invoice

1. Click Schedules from the main toolbar.
2. Search for and select the customer associated with the recurring payment.
3. Under the customer's name, click Delete.

Editing a Customer's Recurring Billing Payment Method

1. Click Schedules from the main toolbar.
2. Search for and select the customer associated with the recurring payment.
3. Click Edit Autopay.
4. Enter the new credit card information.

Editing the Customer's Recurring Billing Timeline or Amount

1. Click Schedules from the main toolbar.
2. Search for and select the customer associated with the recurring payment.
3. Click Edit.
4. Enter the new amount or timeframe information at the bottom of the page.
5. Click Save Changes.