You can set up a customized recurring subscription payment for your customers or cardholders in the portal. This tutorial shows you how to create a new recurring payment with a new or saved payment method.
Audience: Merchant
Create a Recurring Payment
Complete all steps in the following sections.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have a token number ready if you’re creating a recurring payment using a token that’s saved in the portal. We suggest copying the token ID to a text or notepad file that can stay open while you complete the form.
Access the Plans Page
Click RECURRING PAYMENTS under the Payments category in the left navigation panel to open a dropdown menu in the panel.
Click PLANS in the Recurring Payments dropdown menu to open the Plans page.
Create a New Plan
Click ADD PLAN in the upper-right corner of the page to open the Add Plan dialog on the page.
Enter the plan name and the amount. Enter a number value and interval for the payment schedule.
(Optional) Enter a description and the maximum number of times the payment is attempted and fails before auto-canceling the plan.
Click ADD to save the new plan. The new plan is now visible in the table on the Plans page.
Add a Subscription
Locate the new plan in the table on the Plans page and click any information to open the Plan Details page.
Click ADD SUBSCRIPTION in the upper-right corner of the page to open the Add Subscription dialog on the page.
Enter the start date and optional end date.
Enter the email address of the customer or cardholder who pays the recurring payment.
(Optional) Enter any tax amount, the maximum number of consecutive failures, and a description.
Enter the payment information. You can enter a new credit or debit card, or use a token for an existing payment saved in your Payrix Pro account.
To use a new payment method, click ENTER CARD DETAILS to open the Card Details dialog. Enter the credit or debit card information in the form, and click SAVE PAYMENT to return to the Add Subscription dialog.
To use a token from an existing payment, click CREATE WITH TOKEN, and the Token field displays on the page. Copy and paste the token into the open field.
Click ADD to save the subscription to the plan.
Result: The new plan is now active and charges the customer or cardholder at regular, recurring intervals.
Next Steps
After creating the recurring payment, review the following guides for information on related topics:
Add a New Product (Item): Create a new product that you can include in your payment page.
Create a Static Payment Page: Set up a payment page and share it with customers.