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How to Schedule Future Payments for an Existing Customer in BizPayO
How to Schedule Future Payments for an Existing Customer in BizPayO
Paul @BizPayO avatar
Written by Paul @BizPayO
Updated over a week ago

1 Login to your BizPayO Account (https://portal.bizpayo.com)

2 Click "Get Paid"

3 Click "Schedule Future Payments"

4 Click "Select an Existing Customer"

5 Search for the customer's record by typing their name

6 Select the client

7 Select the Payment method

8 Enter the amount you wish to charge in the future

9 Click Next

10 Set the date when you want the payment to begin

11 Set the frequency of the payment (e.g. Month based > Every one month)

12 Set the end date (e.g. No End Date)

13 Click "Next"

14 You can review the payment before saving the changes

15 Click Schedule to complete the future payment

16 You will get a confirmation that the payment has been scheduled

17 Click "Done" to finish the process

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