Creating a Scheduled Payment

Scheduled payments let you automatically charge a customer’s stored card on a future date in various cadences.

Looking for how to view and manage your Scheduled Payments? Click here

Video Tutorial can be found in the SwipeSimple Classroom

Types of Scheduled Payments

You can schedule a payment for any customer who has a stored debit and/or credit card on file. There are three types of Scheduled Payments, organized into dashboards by type, where you can review, filter, and manage them separately.

Schedule a Payment: Use this for a single charge set for a future date.

Subscriptions: Use for a recurring charge that is collected automatically at a specified interval until you cancel.

Installments: Use to split a total amount into equal payments, charged automatically at the interval you specify until the balance is paid in full.

How to create a Scheduled Payment

Choose the payment type from one of two places:

• From a customer’s profile: 
  • Navigate to the Scheduled Payments tab, and click New Scheduled Payment. 
  • Choose Subscription, Installment, or One -Time Payment from the dropdown. 
• From the main left-hand menu:
  • Select one of the following:
    • Schedule a Payment
    • Subscriptions
    • Installments
  • Click the relevant new payment button to begin creating the payment. 

Scheduling a one-time payment

On the One-Time Payment page, enter:

• Choose a Customer
• Card on File to use (Active Card)
• Enter a Description
• Add a Reference Number (Optional)
• Set a Start Date - The date you want the charge to occur
• Enter the amount you want to charge
• Choose a Tax rate (Optional)

Click Schedule to create it. The payment is added to the customer’s profile and to the One-Time Payments list.

Scheduling subscriptions

On the New Subscription page, you’ll select:

• Choose a Customer
• Card on File to use (Active Card)
• Enter a Description
• Add a Reference Number (Optional)
• Select a Frequency
  • Weekly, Monthly, Quarterly, or Yearly.
• Set a Start Date - The date the first charge occurs
• Enter the amount charged per interval
• Choose a Tax rate (Optional)

A subscription runs until you cancel it. Click Schedule to create it. The subscription is added to the customer’s profile and to the Subscriptions list.

Scheduling installments

On the New Installment page, enter:

• Choose a Customer
• Card on File to use (Active Card)
• Enter a Description
• Add a Reference Number (Optional)
• Select a Frequency
  • Weekly, Monthly, Quarterly, or Yearly.
• Set a Start Date - The date the first charge occurs
• Choose Total Amount or Frequency amount:
  • Total Amount: enter the total and the number of installments.
  • Frequency amount: enter the amount per payment and the number of payments
• Choose a Tax rate (Optional)

Click Schedule to create the payment. The installment is added to the customer’s profile and to the Installments list.

Important Information: 

• The bottom of the page shows the end date and the amount of each payment. If the total doesn’t split evenly, the difference is applied to the final payment. If a tax amount and reference number are added, SwipeSimple will attempt to qualify the scheduled payment for Level 2 interchange.
• If a scheduled payment is set for the last day of the month (28th, 30th, or 31st), all future payments will automatically be scheduled for the last day of their respective months.
• When a customer's card on file has expired or is about to expire, you can send the customer an invoice via SwipeSimple with a note requesting that they pay and save their updated card on file. This is a hassle-free way to collect updated payment information without having to follow up manually.