Recurring Payments charge a saved card on a schedule. Each charge is its own transaction.
Who can use this. You need subscriptions.index, or super admin.
Before you start. You need a customer and a card on file. You can enable 3D Secure. If the business forces 3D Secure, the recurring payment uses that requirement.
Steps
- Open Recurring Payments.
- Choose Create Recurring Payment.
- Select the customer, amount, start date, and frequency.
- Set Enable 3D Secure if you want authentication on the charges that use it.
- Save.
- Open the subscription for Scheduled payment details, and open its history for each charge.
- If a card must be replaced, send the update-card link from the subscription. That emails the customer. It does not by itself charge the card.
| What you see | Meaning | What happens next |
|---|---|---|
| pending | The subscription is not active yet. | No completed schedule yet. |
| active | The schedule is running. | Watch history for each result. |
| paused | Charges are paused. | Do not expect a new approval while it stays paused. |
| cancelled | The schedule is cancelled. | Old approvals remain in Transaction History. |
| completed | The schedule finished. | You can receive a completion notice. |
| Suspected fraud detected | A queue row can show this for the processor message SUSPECTED FRAUD. | That charge did not succeed. Open the charge history before you change the card. |
After you save or submit. An approved charge emails recurring payment approved when notifications are enabled. A decline emails recurring payment failed. The dashboard does not show a mailbox delivery receipt.
Example. Example only: Example Cafe creates an active monthly 20.00 plan for fictional customer Quinn Brooks. The first charge appears in history as APPROVAL and source Subscription. A later decline appears as a failed charge, not as a refund of the first month.
Troubleshooting
- The customer changed cards. Send the update-card link. Do not type the full card number into a help ticket.
- One month failed. Open that charge. Do not refund the earlier APPROVAL unless you intend to return that money.
- You expected every month to be a different amount. This article does not confirm a control that changes the amount on each bill. Use the amount stored on the subscription.
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