Recurring billing
Recurring billing, in view.
Recurring billing means charging a customer on a repeating schedule, such as a monthly membership or retainer. For small businesses that bill this way, the scheduled transactions report shows every upcoming and recurring payment.
Talk to us about recurring billingKnow what’s coming.
The scheduled transactions report shows what is due and when. The sample membership shows a monthly amount and its next scheduled date.
Upcoming payments
For memberships, subscriptions and retainers, the scheduled transactions report lists upcoming and recurring payments.
Payment activity
See scheduled transactions next to the rest of your payment activity. A scheduled payment is not a completed payment.
See what is due, and what was paid.
Scheduled transactions sit alongside your other transaction reports. Use them together to see what is coming and what has already been processed.
Custom report views
Build transaction report views and schedule their email delivery. Scheduling a report does not schedule a payment.
Card transactions
See the processing date, amount, status and details of every card payment in the card transactions view.
Settled card batches
See each settled card batch with its transaction count, credits and net total, ready to compare with deposits.
Good questions. Clear answers.
Recurring billing questions.
What is recurring billing?
Recurring billing is charging a customer on a repeating schedule, such as monthly dues, a subscription or a retainer. In SU Payments, scheduled and recurring payments appear in the scheduled transactions report alongside the rest of your payment activity.
What happens to my existing subscriptions?
Moving recurring payments needs its own review. Platform rules, payment tokens and your existing billing setup can affect what can move and how, so plan the transition before you change your current payment workflow.
Can I refund or void a payment?
Yes, when the transaction is eligible. The card transactions view lets you void or refund eligible card payments, and the ACH transactions view lets you void eligible ACH payments. What you can do depends on each transaction’s eligibility and status.
Can I use SU Payments with my existing platform?
It depends on your platform and its payment-provider rules. Tell us which website, store or community platform you sell through, and the available setup can be reviewed. A native integration should never be assumed.
What is a payment review?
A payment review is a look at how your business takes payments, what you pay today and what you need from your setup. SU Payments starts from your actual numbers and workflow, not a one-size-fits-all headline rate.
