Scheduling Payments

Types of Scheduled Payments 

SwipeSimple Customers enables you to schedule future payments so that you’ll never miss a payment. Payments can be scheduled as far out in the future as needed. You may schedule the following types of payments for any customer with a stored credit card: 

  • One-time charges - Schedule a one-off charge for a customer on a future date.
  • Installments - Split a payment into multiple payments equally and charge a stored credit card automatically at each payment interval. 
  • Subscriptions - Recurring payments that charge a stored credit card automatically at each payment interval.

Scheduling One-Time Charges

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To create a one-time charge for a customer, go to your selected customer profile and click New Scheduled Payment on in the Scheduled Payments section. 

Input the following payment information: 

  • Merchant Account (only applies to merchants with multiple merchant accounts) - Select the merchant account in which you want to schedule the payment from. 
  • Active Card - Select a stored credit card to put the charge on. 
  • Description - Details in this field will be reflected on receipt(s) sent to the customer.
  • Reference Number 
  • Payment Type - Select Installments
  • Frequency - Once 
  • Start Date - Select the date which the scheduled payment should be charged. 
  • Total Amount
  • Tax (will only show if tax is turned on in Account Settings)
  • Click on Schedule to schedule the payment. The new scheduled payment will be added to the list of Scheduled Payments on the customer profile page when successfully created.

Scheduling Installments

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To create an installment for a customer, go to your selected customer profile and click New Scheduled Payment on in the Scheduled Payments section.

Input the following payment information: 

  • Merchant Account (only applies to merchants with multiple merchant accounts) - Select the merchant account in which you want to schedule the payment from. 
  • Active Card - Select a stored credit card to put the charge on. 
  • Description - Details in this field will be reflected on receipt(s) sent to the customer.
  • Reference Number 
  • Payment Type - Select Subscription
  • Frequency - Select between Weekly, Monthly, Quarterly, or Annually
  • Start Date - Select the date which the subscription should start. 
  • Total Amount
  • Tax (will only show if tax is turned on in Account Settings)
  • Paid in - Input the number of times that the Total Amount should be split into.

The bottom of the page will display the End Date, and the Amount of Each Payment*. 

Click on Schedule to schedule the installment. The new scheduled payment will be added to the list of Scheduled Payments on the customer profile page when successfully created. 

*In cases where individual payments do not split evenly across the installment duration, each payment is rounded up to the nearest cent. The last payment will be correspondingly smaller.

Scheduling Subscriptions

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To create a subscription for a customer, go to your selected customer profile and click on New Scheduled Payment in the Scheduled Payments section. 

Input the following payment information:

    • Merchant Account (only applies to merchants with multiple merchant accounts) - Select the merchant account in which you want to schedule the payment from. 
    • Active Card - Select a stored credit card to put the charge on. 
    • Description - Details in this field will be reflected on receipt(s) sent to the customer.
    • Reference Number
    • Payment Type - Select Subscription
    • Frequency - Select between Weekly, Monthly, Quarterly, or Annually. 
    • Start Date - Select the date which the subscription should start. 
    • Tax (will only show if tax is turned on in Account Settings)
    • Amount per Interval

 

 

The subscription will end when you cancel the scheduled payment. 

Click on Schedule to schedule the Subscription. The new scheduled payment will be added to the list of Scheduled Payments on the customer profile page when successfully created.

 

*If tax and reference number are added, SwipeSimple will attempt to qualify scheduled payments for Level 2 Interchange Qualification

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