You can edit, pause, or delete a recurring payment plan at any time.
Edit a recurring payment
- On a web browser, log in to your Clover account.
- At the left, select one of the following based on what you see onscreen:
- Recurring Payments
- Sales Activity > Recurring Payments
- Locate the plan you want to edit and select More on the right side of the row.
- Select Edit. From here, you can edit the plan name, subtotal, and more. Sale details, such as default subtotal, can be edited but will only apply to customers paying the default values for that plan. Customers paying a unique amount are not impacted.
You can also edit a recurring payment plan from the plan detail page by selecting More in the top right corner.
Pause a recurring payment
- On a web browser, log in to your Clover account.
- At the left, select one of the following based on what you see onscreen:
- Recurring Payments
- Sales Activity > Recurring Payments
- Locate the plan you want to pause and select More on the right side of the row.
- Select Pause. Confirm that you want to pause the plan. You can also pause a recurring payment plan from the plan detail page by selecting More in the top right corner.
Pausing a recurring payment plan suspends billing for all customers on the plan until you reactivate the plan. You can resume a plan at any time from the More menu.
Delete a recurring payment
You can only delete plans that don't have active subscriptions.
- On a web browser, log in to your Clover account.
- At the left, select one of the following based on what you see onscreen:
- Recurring Payments
- Sales Activity > Recurring Payments
- Locate the plan you want to delete and select More on the right side of the row.
- Select Delete. Confirm that you want to delete the plan. You can also delete a recurring payment plan from the plan detail page by selecting More in the top right corner.
Deleting a recurring payment plan permanently removes all plan information. All customer invoices continue to be available under Invoices.