This guide will lead you through the simple process to automate your payments directly from the "Take a Payment" page.

Navigate to Take a payment

Select “Take a payment” on the dashboard, or from the top left navigation bar

Fixed schedule

This gives you the ability to set up a payment schedule for a recurring amount on a set frequency.
The number of cycles can be customised.

First, select the MID, transaction type of “Sale”, payment type of “Fixed schedule”, and payment method of “Card payment”.
Next, enter the customer's full name, email, and reference to be noted on the email receipt and transaction history.
Now choose the start date.
- If today is chosen, it will process that initial payment immediately
You have the option to choose a different amount for the initial payment.
- This first payment is included in the number of payment cycles you choose later
Select the frequency of payment and enter the amount per payment, starting from £1.
The currency may also be selected here, if settings permit.
Finally, choose the total number of payments to be taken in this Repeat payment schedule.
- If a limited number of instalments is selected, you can customise a different date and amount for the final payment. (It will be included in the number of cycles)
  This will replace the date and amount of the final scheduled payment, so the new date must be after this last scheduled payment date.
Fill in the card and address details and click Charge.
Both the merchant and the customer will receive a confirmation email describing the repeat payment schedule that has been created, and if the initial payment was today, a transaction receipt too.
- If the initial payment date is a future date, only the confirmation email will be sent

This gives you the ability to set up a payment schedule that contains multiple different payment amounts on any chosen dates

First, select the MID, transaction type of “Sale”, payment type of “Variable schedule”, and payment method of “Card payment”.
Next, enter the customer's full name, email, and transaction reference (if applicable) to be noted on the email receipt and transaction history.
The currency may also be selected here, if settings permit.
Select the date and enter the amount for the first payment.
Select the plus icon to add additional payment(s) and repeat the steps.
- Please note: The date for each instalment must be after the previous instalment date
Fill in the card and address details and click Charge.
Both the merchant and the customer will receive a confirmation email describing the repeat payment schedule that has been created, and if the initial payment was today, a transaction receipt too.
- (If the initial payment date is a future date, only the confirmation email will be sent)