Add customers through Recurring Payments

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. You’ll see a list of all your plans. Locate and select the plan you want.
   • Sales Activity > Recurring Payments. You’ll see a list of all your plans. Locate and select the plan you want.
3. In the top right, select Add Customer. Virtual Terminal opens.
4. Under Payment plan, the selected plan appears as the default. Additional sale details such as the subtotal, taxes, tip, and convenience fee are also defaulted based on the plan configuration, but can be edited on a per-customer basis.
5. Scroll down to Payment information and select Add New Customer or search for an existing customer. Assigning a customer to the sale is required for recurring payments
6. Complete the required fields, including customer name, email address and billing address, and select Save.
7. Add the customer’s credit card information. This card will be saved on file, so remember to get the customer’s permission.
8. Under Billing information, complete the following fields:
   • Start date: The date the customer will start being billed for their payment plan. You can choose to start billing right away or at a later date.
   • Duration: How long the customer will be billed as part of their payment plan. For example, 3 months, 6 months, or 1 year. You can also choose not to set a duration.
   • (Optional) End date: The date the customer will stop being billed for their payment plan. If this field is left empty, the customer will continue being billed for the plan until you stop the plan.
9. Select Create Recurring Payment. An email is sent to the customer at this time.