HitPay's recurring billing function can be used to split a large customer transaction over regular instalments, collect membership fees or provide a subscription based product or service to your customers.
To get started, log in to the HitPay Dashboard, navigate to Recurring Billing from the top menu and click on Create New
Complete the required details on the Add Recurring Plan page and click on Create Recurring Plan
- You can select between weekly, monthly or annual renewal cycle
- The Start date of the plan = The First Payment Due Date or First Charge Date
- You are required to select a customer from the customer list. Customers can be created under the customer's tab on the top menu
Once the plan is created, you may choose to send an invoice to your customer by email by clicking on Send Link. The invoice sent to the customer contains the link, where the customer would attach their card to the plan.
Alternatively, you can copy the plan link and share it with the customer
You will now see the plan appearing under Scheduled status
Please note that if the customer does not attach a card to the plan by the Start date of the plan, the plan will get automatically cancelled.