How do I take recurring payments?

How to Take Recurring Payments Using Paytia Agent Capture Assist

This guide explains the process of setting up and managing recurring payments securely using Paytia Agent Capture Assist.

1. Logging into Paytia

Before processing a recurring payment, you must log into your Paytia account.

• Login URL: log in to your Paytia account
• Enter your email address and password.
• Select Administrator or User based on your role.

2. Starting a Payment

Once logged in, follow these steps:

1. Navigate to the Merchant Portal.

2. Click on the User switch on the top-left of the screen.

3. Select Take Payment from the dashboard menu.

4. Enter customer details, including:

   • First and last name
   • Business company name (if applicable)
   • Payment reference

5. Under the payment type, select "Setup a recurring payment schedule".
   
   

3. Configuring Recurring Payment Options

A recurring payment pop-up will appear where you can enter payment schedule details.

Recurring Payment Fields

Field	Description
Start Date	The date the first payment will be taken.
End Date	The date the last payment will be taken. (Must be after the last scheduled payment).
Recurring Pattern	Choose between Daily, Weekly, Monthly, or Yearly.
Payment Occurs Every	Defines the frequency of recurring payments. (e.g., Every 2 weeks or Every 1 month).
Subscription Amount	The amount to be charged per recurring cycle.

⚠️ Note:

• Setting the Forever checkbox will allow the subscription to continue indefinitely until manually stopped.
• If you set the Start Date as today's date, the first payment will be deducted immediately.
  
  

4. Taking an Immediate Payment

If you need to process a one-time payment along with a recurring schedule:

• Enter the one-time charge in the main "Amount" field.
• If no immediate payment is required, set this amount to 0.00.
  
  

5. Submitting the Recurring Payment

Once all details are correctly entered:

1. Click the Submit button.
2. A confirmation pop-up will appear summarizing the recurring payment schedule.
3. Confirm the details with the customer before proceeding.

6. Reviewing Scheduled Recurring Payments

Administrators and users can review recurring payments through the Transaction List.

Steps to View Recurring Payments

1. Go to Transaction List from the left-hand menu.
2. Use the Recurring Payment filter to view all scheduled transactions.
3. Click on the plus (+) icon next to a transaction to see the full schedule.
   
   

7. Customer Notifications

Once the recurring payment is confirmed:

• Check the "Send Customer Receipt" box to send a confirmation email.
• The customer will receive an email with:
  • Payment details
  • Start and end dates
  • Subscription amount
  • Transaction ID
    
    

8. Internal Notifications

Admins and agents receive an internal confirmation email for the scheduled recurring payment. The notification includes:

• Customer name
• Transaction ID
• Payment frequency
• Recurring amount and initial charge
• Subscription status
  
  

9. Editing or Cancelling a Recurring Payment

To modify an active recurring payment:

1. Navigate to Transaction List.
2. Find the customer's recurring payment entry.
3. Click Edit (Yellow button).
4. Modify the schedule or subscription amount.
5. Click Save.

To cancel a recurring payment:

• Locate the payment and click Delete.
• A confirmation prompt will appear to confirm the cancellation.

Conclusion

By following these steps, you can securely set up, manage, and track recurring payments using Paytia Agent Capture Assist. This feature ensures a smooth payment collection process while keeping transactions secure and transparent for both merchants and customers.