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How to create a Scheduled Payment from a previous transaction

Updated over 3 weeks ago

Overview

In CPACharge you can create a Scheduled Payment from a previous transaction. This allows you to set up recurring payments without re-collecting card information. To do so, follow the below steps:

  1. Click on Transactions from the left navigation menu in CPACharge.

  2. Select any transaction from within the past six months that you wish to create a schedule from and click Create Schedule on the right.
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​Important: The initial transaction is not included in the recurring billing total.

  • Example: If you charge a client $500 today and then set up a payment plan for a total of $2,000, the client will be charged a grand total of $2,500.

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