Set up a Recurring Payment

A recurring payment is an automated payment attributed to your Client Account, not tied to a specific invoice, and on a frequency you have chosen. Alternatively, AutoPay is a monthly payment (on a date you have chosen) attributed to one or more Invoices on your Client Account.

Important Information about Recurring Payments:

• A payment portal user account is required to be able to set up a recurring payment plan. Click here for the steps to create a new user account.
• A saved payment method is required. You can set this up at the same time as creating a new recurring payment plan.
• You can create multiple recurring payment plans for your client account, but you cannot have AutoPay and Recurring Payments at the same time for the same client account.
• When creating a Recurring Payment plan, you will determine a start and end date, payment amount, and payment method.
• Once a Recurring Payment plan is set up, you can skip a scheduled payment, modify a single scheduled payment, edit the entire plan, or delete the entire plan.
• If a scheduled recurring payment fails, you (and your firm) are notified via email.

Steps to set up a recurring payment:

1. Log into the portal with your username and password. 
2. Select the “Settings” tab along the top.
3. Under the heading “Recurring Payments”, select “+New Recurring Payment” at the bottom left of the box.
4. In the text field “Recurring Payment Name” enter the name of the payment you would like to use to identify this recurring payment.
5. In the “Account” drop down menu, select the account the recurring payment is associated with. If you do not see the Account listed, then add the new account first and try again. Click Here for steps to add a new account to your portal. 
6. Under “Amount & Schedule”, enter the dollar amount for the recurring payment.
7. Select the “Frequency of Payment'' drop down menu and choose the desired frequency for the recurring payment to be made. Payment frequency options are weekly, bi-weekly (i.e. every other week), monthly, every three months, or every year. 
8. Select the start date for the date of first payment from the calendar picker.
9. Select the end date for the date of the final payment from the calendar picker.
   • Please Note: Do not choose your end date to be the same date that you want a payment to occur on. Instead choose the day after so that your final payment can occur.
10. Under the “Payment Method” section, your saved payment methods are visible. Select the appropriate saved payment method. If you do not have any saved payment methods, you will be prompted to set up a saved payment method. 
11. Once a saved payment method is selected, enter one or more email addresses to receive a copy of the receipt of payment for each recurring payment made.
12. Select the “Save” button to complete the setup of the recurring payment plan.

Additional Resources:

• Skip or Modify a Scheduled Recurring Payment