Send a recurring payment

Recurring Payments let you create and manage multiple payment plans for your customers. Before you create and send a recurring payment, you must create a payment plan.

1. On a web browser, log in to your Clover account.
2. At the left, select one of the following based on what you see onscreen:
   • Virtual Terminal
   • New Sale
3. Under Transaction type, select Recurring payment.
4. Under Sale detail, select the payment plan you want. The subtotal and tax should automatically populate based on the plan settings.
5. Under Payment information, select Add New Customer or search for an existing customer.
6. Select one of the following payment methods:
   • Credit or debit card
   • Banking account (ACH).
7. Complete the required fields, such as name and email address, and select Save.
8. Add the customer’s credit card information. This card will be saved on file, so remember to get the customer’s permission.
9. Under Receipt delivery, select how the customer should receive their receipt. You can choose email or none.
10. Under Billing information, complete the required 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.
    • End date: The date the customer will stop being billed for their payment plan. This is a default date based on the selected duration.
11. Select Create Recurring Payment. A receipt will be sent to the customer at this time.