How do I set a customer up for recurring payments?

Follow the steps below to set your customer up with recurring billing.

1. Go to customer's account.

2. Click Recurring Billing at the top. 

3. Click Add Payment Account.

Note: You can also offset the billing date.


4) Select ACH or Credit Card from the Account Type dropdown menu.Capture17.PNG

5) Fill in the customer's payment information and click Save.Capture18.PNG

⚠️ Fees for failed ACH payments are not added to tenant accounts retroactively, however, you can add fees manually. Accounts will not be locked out automatically, but you can lock a tenant out manually if needed. 

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