Set up a Recurring Payment (Merchant Guide)

To set up a recurring payment, log in to your Paynote Merchant Account

Step #1: 

Click Request a Payment from the left panel, OR you can utilize the Payment Page

Request a Payment: 

Payment Page:

Step #2: 

Fill in client information, and enable the Billing cycle toggle next to "Recurring"

Fill in billing cycle details, including frequency, # of installments, and start date. 

Leave # of installments blank to continue the cycle until manually cancelled. 

Click Confirm & Request Check from Request a Payment; 

Create Payment Link from Payment Page is beneficial if you wish to reuse the same recurring payment cycle for multiple customers.

Note: this method will initiate the first payment on the day that the link is sent and completed by the customer, and at the specified frequency thereafter.

That's it! 

With the Request a Payment, your customer will receive an email on the start date and be prompted to connect their bank to complete the payment and initiate the recurring cycle. See the client flow here. 

With the Payment Link from Payment Page, see the client flow here. 

The payment will appear in Recurring Payments.