Recurring Payments on SwipeSimple Virtual Terminal

You must add Customers and a payment method before you can set up a recurring payment. To add customers, review Customer Management on SwipeSimple.

Create a new recurring payment

1. Login to Swipe Simple.
2. Click on Scheduled Payments in the left panel menu. 
3. Click Add New Scheduled Payment. 
4. Choose the customer in the dropdown, that you wish to add a recurring payment to. 
5. Add a description. 
6. Choose the Scheduled Payment Type:
   • Once - this would be used to schedule a one time future payment. 
     • If you choose this:
       • Enter the date the payment will happen
       • Enter the amount
       • Choose tax if needed. 
   • Installments - this is used for recurring payments that will end after your agreed terms states.
     • If you choose this:
       • Choose a frequency. 
       • Enter the date the recurring payments will begin. 
       • Choose either total amount or monthly amount. 
         • Total Amount: if selected, put the total amount of the payment and the number of installments they will be paid off. 
         • Monthly Amount: if selected, put the amount that the customer will pay per month, then add the number of payments they will need to pay. 
       • Choose tax if needed. 
   • Subscription - this is used for recurring payments that do not have an end date unless canceled.
     •  If you choose this: 
       • Choose a frequency. 
       • Enter the date the recurring payments will begin. 
       • Choose tax if needed. 
7. Click Schedule.

Edit a recurring payment

1. Login to Swipe Simple.
2. Click on Scheduled Payments in the left panel menu. 
3. Click on the recurring payment you wish to edit.
4. Make necessary changes. 
5. Click Save at the bottom. 

Pause or Cancel a recurring payment

1. Login to Swipe Simple.
2. Click on Scheduled Payments in the left panel menu. 
3. Click on the recurring payment you wish pause or cancel. 
4. Click Pause Scheduled Payment or End Scheduled Payment. 
5. Confirm.