Managing Scheduled Payments

Each type of Scheduled Payment has a dashboard that lets you see your upcoming payments at a glance for easier management. You’ll find them on the left-hand navigation menu of SwipeSimple web. 

Looking for how to create a new Scheduled Payment? Click here

Video Tutorial can be found in the SwipeSimple Classroom

The SwipeSimple web dashboard lets you see the following information about your Scheduled Payments:

• Payment Description
• Customer
• Scheduled Date
• Amount
• Frequency
• Card Status - shows whether the stored card is still valid. 
  • If the column is blank, the card is valid. 
  • EXPIRED means the card has expired; you’ll need to collect new card information prior to scheduling the payment. 
  • EXPIRING SOON means it expires within the next three months.

Filters

You’ll also find filter options next to the search bar that let you narrow the list by:

• Date
• Status
  • Active
  • Paused
• Card Status
  • Expiring Soon
  • Expired

Editing a Scheduled Payment

There are limited options for editing a Scheduled Payment. While you can change the card on file used for an existing Scheduled Payment, other edits are not possible. 

Editing description

• Navigate to the Scheduled Payment in question, then click the description to open the details page.
• Click the description box and make edits
• Click Save to update the Scheduled Payment

Updating a card-on-file: 

• Navigate to the Scheduled Payment in question, click the description to open the details page.
• Click the Active Card dropdown and select a new card
• Click Save to update the Scheduled Payment

Note:

Editing the amount, dates, or other aspects of a Scheduled Payment is not possible. If you need to change one of these fields, you must end the payment and recreate it. 

Pausing or ending a Scheduled Payment

• Locate the scheduled payment via the customer profile tab or the relevant left-hand menu dashboard views. 
• Click on the description to open the details view.
• Buttons to manage the scheduled payment are visible in the upper-right-hand portion of the screen. 
  • Pause Scheduled Payment: Used to halt a scheduled payment, subscription, or installment with the intention to resume payments at a later date. 
  • End Scheduled Payment: This will cancel the scheduled payment entirely. No more payments will be collected.