Setting up a scheduled payment

A scheduled payment charges a customer's saved payment method automatically. Open the customer and choose Schedule a payment.

1. Choose one of the customer's saved payment methods. A schedule needs one already on file, because nobody is present to type card details when it runs.
2. Pick the frequency: one-time, daily, weekly, monthly or yearly. Use Repeat every for anything other than every one (every 2 weeks, every 3 months). For a monthly or yearly schedule you can also choose the day of the month: the day it starts on, or the last day of the month. A schedule that starts on the 31st stays on the 31st, and runs on the last day of a shorter month.
3. Set the start date, and optionally an end date or a maximum number of occurrences.
4. Add the line items and choose the tax rate. A running Subtotal, Tax and Total shows what is charged each time.

Each time the schedule runs, an invoice is created from those line items, the saved payment method is charged for its total, and the invoice is marked paid. If the charge fails, the invoice stays open with a pay link so the customer can settle it.