Set up Recurring Payments From Customers Tab (Merchant Guide)

This Guide shows you how to create a subscription through the "Customers" tab. 

Find the Guide on creating a subscription through the "Get Paid (Debit)" tab here. 

Step #1: 

• Log in to your Paynote Merchant Account

• From the left panel, click Customers

Step #2: 

1. Click the ellipses under the Action column > Click Receive

2. Toggle on the Billing Cycle button

3. Fill in the Payment Details:

   1. Recurring payment amount

   2. Description

   3. Billing Descriptor (optional—if different from your default)

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

   5. Start date

      1. Number of installments will be in perpetuity, until the cycle is cancelled. 

4. Click Receive Money.

That's it! 

What Happens Next

• Customer not yet authorized (no green check next to their bank account):
  Paynote sends an invoice email so the customer can acknowledge the new billing cycle and authorize future transactions.
• Customer already authorized (green check present):
  The customer is billed automatically on schedule. They’ll receive a receipt email after each successful payment.

The payments will appear in your Recurring Payments tab.