Recurring payments can be configured on existing Sales Orders to create a regularly occurring schedule of payment towards the order. For Subscription Items, the payment schedule configured on the Subscription Plan record will override any recurring payments on the related Sales Order record.

In order to process recurring payments, a Schedule Job (SchedulePaymentChargeBatchableScheduler) will need to be scheduled. This will only need to be scheduled once in your system, until the end date of the Scheduled Job has past. Once the End Date of the Schedule Item has passed, a new Schedule Job will need to be created. See our Scheduled Jobs page for more information.

Create a Recurring Payment:

  1. Navigate to the Sales Orders object tab.

  2. Click New. The New Sales Order modal will open.

  3. Select the Account or Contact making the purchase using the lookup field.

  4. Select the Entity. This determines whether the Account or Contact will be responsible for payment.

  5. Select Receipt as the Posting Entity.

  6. Select Termed Recurring as the Schedule Type.

  7. In the Schedule section, select the Schedule Frequency from the picklist.

  8. Type the Number of Installments to designate the number of payments to be made on the Sales Order.

  9. Type the day that the payment schedule will begin in the Schedule Start Date field.

    1. The payment order can only start the day the Sales Order is created or later.

  10. Click Save.

From here, you will add your Sales Order Lines and designate your Sales Order as Ready For Payment. Read the Apply Payment Page for information on applying payment and the Order Processing page for information on creating Sales Order Lines.

Create an Evergreen Recurring Payment:

An Evergreen Recurring Payment is a payment that will occur indefinitely on a monthly basis. For example, for the rest of a user’s lifetime, he or she would like to set up a recurring automatic $25 donation every month. 

  1. Navigate to the Sales Order object.

  2. Click New. The New Sales Order modal will open.

  3. Select the Account or Contact making the purchase using the lookup field.

  4. Select the Entity. This determines whether the Account or Contact will be responsible for payment.

  5. Select Receipt as the Posting Entity.

  6. Select Evergreen Recurring as the Schedule Type.

  7. Under Payment Details, select a valid saved Payment Method associated with the Contact/Account.

  8. In the Schedule section, select the Schedule Frequency from the picklist.

  9. Type the day that the payment schedule will begin in the Schedule Start Date field.

    1. The payment order can only start the day the Sales Order is created or later.

  10. Click Save.

From here, you will add your Sales Order Lines and designate your Sales Order as Ready For Payment. Read the Apply Payment Page for information on applying payment and the Order Processing page for information on creating Sales Order Lines.