Starting recurring payment after invoice is sent and cancelled

mtnlove — Mon, 07 Jan 2019 19:20:14 GMT

What went wrong? I linvoiced a customer for a monthly fee due onthe 1st of each month . On the 7th, customer tells me that he wants to be on recurring payment and has alrady saved the card number. I cancelled the current invoice. Found a button for "take a payment", entered the amount due this month on the 1st. My plan is to next month use recurring uder frequency. I received an email notice of the cancellation. I DID NOT receive any notification of "take a payment". Was it a mistake to use "take a paymnet for this month's invoice? How can I re-invoice for Jan 1st payment, and then begin recurring for February?

Re: Starting recurring payment after invoice is sent and cancelled

ACAcatering — Mon, 07 Jan 2019 23:22:52 GMT

It sounds like you used the virtual terminal to take a payment on your dashboard. If you cancelled the current invoice, and took a payment through the virtual terminal, I would just set the customer up on a recurring invoice next month. If the payment hasn't gone through, I would explain to your customer what happened and let him know why the charge is coming out later this month, but that everything will be back on track next month.

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Starting recurring payment after invoice is sent and cancelled

Re: Starting recurring payment after invoice is sent and cancelled