Recurring Payments Tab

Overview

The Recurring Payments tab in your Paynote dashboard (left panel) allows you to easily view, track, and manage all of your automated payment schedules. 

Within the Recurring Payments tab, you can:

• Quickly find specific customers or schedules using the search.

• See a list of all customers enrolled in recurring billing, and for each; 

• Status: 

  • Active – The recurring payment schedule is running and future payments will process automatically.

  • Delinquent – The customer's bank account has lost connection, or been removed. No new debits will be attempted, you and the customer will receive emails notifying that the recurring payment has been cancelled. 

You should reach out to the customer, and initiate a new recurring cycle which will prompt the customer to reconnect their bank.

• Completed – The schedule has finished its full run (e.g., a 6-month installment plan). No further payments are pending.

• Canceled – The recurring schedule was manually canceled by the merchant or customer. No further payments will occur, you and the customer will receive emails notifying that the recurring payment has been cancelled. 

• Billing Cycle:

  • Daily, weekly, monthly, etc.

• Product:

  • the Description set for the recurring payment

• Start Date

• Next Billing Date

• Action:

  • Click on the magnifying glass to:

    • Track payments history: Review past successful and failed payments in the recurring cycle, including Transaction IDs, and date billed.

    • Monitor 'Next Billing': Check when the next automatic payment is scheduled for each customer.

    • Manage cycle details: Access linked client information, including the schedule frequency and (daily, weekly, monthly, etc.), number of installments.

  • Click on the trash can to cancel the recurring cycle.