Send Recurring Payments To Your Customers (Merchant Guide)

Step #1: 

• Log in to your Paynote Merchant Account

• From the left panel, click Create Payment.

Step #2: 

1. Click Send a Payment (Credit).

2. Fill in the Payment Details:

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

   2. Recurring payment amount

   3. Bank account funds will be sent from

   4. Description

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

3. Toggle on Make Recurring button

   1. Enter the recurring payment details;

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

      2. Start date

4. Click Send Payment.

That's it! 

What Happens Next

• If this is a new customer: 

  • 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 this is an existing customer: 

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

  • They’ll receive an email notification for each successful payment. 

The payments will appear in your Recurring Payments tab.