thread Re: Recurring payments for future dates in Archived Discussions (Read Only)

Recurring payments for future dates

Grnrdgestrge — Mon, 23 Aug 2021 16:26:07 GMT

When I set up a recurring payment is there a way to set it to start in the future? Right now I go in and set it up for the day with the card on file, I want to be able to set this to charge in the future so I dont always have to physically be at my computer on that day.

Re: Recurring payments for future dates

Printing — Mon, 23 Aug 2021 21:33:00 GMT

Under 'Invoices' I went to' Recurring' then 'Create recurring series'. Under the 'Invoice details' section 'Frequency' should automatically be set to 'Recurring'.

Then under the 'Recurring schedule' section change 'Start' to your future date, set 'Repeat every' and 'End' as appropriate but make sure 'Each invoice due' is set to 'Upon receipt'. And 'Automatic payments' is checked to 'Allow automatic payments with card or bank on file'. Then under 'Payment options' section, change 'Payment methods on file' to the appropriate saved credit card. (I unchecked ACH bank transfer and Gift card for safe measure). And then 'Schedule'.

After scheduling, a message then appeared on the bottom left in a green popup:

'Recurring series #yourinvoicenumber created

The first invoice will be charged on August 24, 2021'

(I created this today, 23Aug to start tomorrow 24Aug).

Following these steps the card on file was not charged immediately.👉Will follow-up tomorrow to check if an 'opt-in' email was sent, if acceptance from 'opt-in' email is required to charge immediately, and confirm card on file was charged.

Re: Recurring payments for future dates

Printing — Thu, 26 Aug 2021 02:23:18 GMT

Works!

Re: Recurring payments for future dates

Grnrdgestrge — Sun, 29 Aug 2021 19:25:30 GMT

Thank you so much for looking into this. I could not find it anywhere!

Re: Recurring payments for future dates

Valentina — Sun, 29 Aug 2021 23:56:37 GMT

We appreciate your help here, @Printing!

I wanted to also point you to the relevant Support pages, @Grnrdgestrge ✨

You can learn about processing recurring invoices here.

If you're interested in using Square Online checkout links to process subscription payments, head here!

Please let us know if any questions come up!

Re: Recurring payments for future dates

Printing — Sat, 04 Sep 2021 17:44:58 GMT

Been there before. You're welcome.

Re: Recurring payments for future dates

Loveartgirl — Sun, 21 Aug 2022 01:15:50 GMT

There is no "start" on invoice templates, nor is there an option to share it on a specific date, I am in need of both of those actions. Am I missing something?

Re: Recurring payments for future dates

RobynR — Wed, 24 Aug 2022 15:04:08 GMT

Hey @Loveartgirl,

Welcome to the Community.

Are you selecting Invoices or Recurring series? (see image below)

When you Select Recurring series, you'll be able to see the 'Start' and select a specific date (see image below).

Please let me know if this helps.