Create A Payment Plan

Before you create a recurring payment, you must create a payment plan.

1. On a web browser, log in to your Clover account. 
2. On the left, select one of the following based on what you see onscreen:
   • Recurring Payments
   • Sales Activity > Recurring Payments
3. Select Create New Payment Plan.
4. Fill in the details for your payment plan by completing these fields.
   • Plan name: How your plan will appear in Recurring Payments and also what your customers will see on invoices.
   • Default subtotal: The amount your customers will be charged, minus additional charges such as taxes or fees.
   • Frequency: How often customers will be charged. You can choose daily, weekly, bi-weekly, monthly, bi-monthly, quarterly, every 4 months, semi-annually or annually
   • (Optional) Default tax, Default tip amount, Default convenience fee: These fields are optional and can be enabled via Virtual Terminal Setup.
5. Make sure the checkbox next to Activate plan is selected to enable billing. You can add customers to a plan whether or not you've enabled billing.
6. Save your changes.

After you create a recurring payment plan, you can view the plan details by selecting Recurring Payments and then selecting the plan name.