How to Find a Recurring Transaction
- Click Recurring
in the main menu. - Select if you want to search by First Name, Last Name, etc.
- Enter your search criteria and click
:
- Find the recurring schedule you wish to edit in the list, then click
.
How to Pause or Delete a Recurring Transaction
- Find the recurring transaction as described above.
- After clicking , click either the Pause or the Delete button that should now appear at the top of the page.
- Confirm that the update was successful by verifying that the Status is now set to either Pause or Deleted depending on which button you pressed.
How to Activate a Paused or Deleted Recurring Transaction
- Find the recurring transaction as described above in How to Find a Recurring Transaction.
- After clicking , click the Activate button that should now appear at the top of the page.
- Confirm that the update was successful by verifying that the Status is now set to Active.
How to Edit the Schedule, Amount, or Contact Information of a Recurring Transaction
This section assumes you are already familiar with how to set up a recurring transaction. If you need information on how the scheduling works for recurring transactions, please see How do I schedule a recurring transaction?
- Find the recurring transaction as described above in How to Find a Recurring Transaction.
- After clicking , click the Edit button that now appears at the top right corner of the page.
- Adjust the scheduling, amount to charge, and/or billing contact information options as desired and then scroll down and click Save.
How to Update the Payment Method for a Recurring Transaction
If you need to update the payment method for a recurring transaction, you will need the full card number and the expiration date. If you do not have all the information required, you will not be able to make the update.
- Find the recurring transaction as described above in How to Find a Recurring Transaction.
- After clicking the Details link, click the Edit button that now appears at the top right corner of the page.
- Click the Update Payment link below the card brand logo and partial account number.
- The section will be replaced with a payment entry section allowing you to key in the card number and expiration date, or swipe the card if you have it available.
- Scroll down and click Save.