The Recurring Payments page shows information about recurring payments that occur through subscriptions or other repeated scheduled transactions.
Navigate to the Recurring Payments page by clicking Recurring Paymentsunder Payments in the left-hand navigation panel.
Partial view of the Recurring Payments page showing the Recurring Payments Table and Table Customization Options.
Recurring Payments Features
Click here to view the features of the Recurring Payments page.
Recurring Payments Table
Locate individual recurring payments in the main table on the Recurring Payments page. Individual recurring payments are listed by row. The default view includes the following information:
Recurring Payments Table Column Name
Description
Customer
The customer ID.
Status
Active or Inactive. Hover over the icon to view details about the status.
Amount
The total dollar amount of the recurring payment.
Schedule
How often the recurring payment occurs.
Start
The date that the first payment was made.
Finish
The date of the last scheduled payment.
Arrow Icon
When selected, the grey triangle expands the row to display additional information about the recurring payment.
Recurring Payments Table Action
Access more information about a specific recurring payment by clicking any information for an individual payment in the table to open the Subscription Details page.
Recurring Payments Table Customization Options
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Recurring Payments table:
Click here to view the Recurring Payments Table customizations.
Plan Data
Amount
Schedule
Plan ID
Description
Plan status
Plan name
Schedule
Factor
Subscription Data
Start
Finish
Subscription ID
Date Created
Created by
Date Modified
Modified By
Descriptor
Max. Consecutive Failures
Consecutive Failures
Inactive Tax
Entity Data
Merchant Entity ID
Login ID
Parameters ID
Type
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom TIN Status
Merchant Data
Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Annual Card Sales
Boarding Status
Amex Status
Discover Status
Status
Related Pages
Click the links or items on the Recurring Payments page to access any of the following pages:
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