Set up Recurring Payments From Your Customers (Merchant Guide)

Step #1: 

• Log in to your Paynote Merchant Account

• From the left panel, click Create Payment.

Step #2: 

1. Click Get Paid (Debit).

2. Under Select Payment Type, choose Subscription.

3. Fill in the Payment Details:

   1. Customer name and email (or select from existing customers)

   2. Recurring payment amount

   3. Description

   4. Descriptor (optional—if different from your default)

4. Fill in the Subscription Details:

   1. Billing cycle (e.g., weekly, monthly)

   2. Start date

   3. Number of installments

5. Select the Payment Method:

   1. Use Customer’s Bank Account on File – bills their authorized bank account automatically.

   2. Email Invoice to Customer to Pay Manually – sends the customer an invoice to complete the setup.

6. Click Submit.

That's it! 

What Happens Next

• If you chose Email Invoice:

  • On the start date, your customer will receive an email prompting them to connect their bank.

  • Once completed, the recurring cycle will begin automatically.

• If you chose Customer’s Bank Account on File:

  • The customer will be billed automatically to their authorized account.

  • They’ll receive a receipt email for each successful payment.

The payments will appear in your Recurring Payments tab.