SwipeSimple: Scheduled Payments

Last Updated: May 29, 2024

What's in this article?

SwipeSimple Customers enables you to schedule future payments so that you’ll never miss a payment. Payments can be scheduled as far out in the future as needed. You may schedule the following types of payments for any customer with a stored credit card:

  • One-time charges - Schedule a one-off charge for a customer for a future date.
  • Installments - Split a payment into multiple payments equally and charge a stored credit card automatically at each payment interval.
  • Subscriptions - Recurring payments that charge a stored credit card automatically at each payment interval.
 

Scheduled Payments Reports/Notifications

 

For all approved scheduled payments, your customers will receive a receipt via email notifying them of the charge that was made to their credit card.

To receive an email notification for all approved transactions as well:

  1. Go to your Account Settings on the dashboard
  2. Click on the Receipts tab
  3. Check "Email receipt for every transaction to"
  4. Input the email address(es) which you would like the receipt to be sent to
  5. Click Update Settings to save changes

Approved scheduled payments will be displayed and can be accessed from Transactions page, and the Last Transactions section on the customer profile page.


Scheduling Installments

  1. Log into SwipeSimple.Com
  2. Select Customers From the Left-hand Navigation Pane
  3. Find and open the profile for the customer on which you wish to schedule payments
  4. Select  New Scheduled Payment
  5. Input the following payment information:
    1. Merchant Account - Select the merchant account in which you want to schedule the payment from.
    2. Active Card - Select a stored credit card to put the charge on.
    3. Description - Details in this field will be reflected on the receipt(s) sent to the customer
    4. Payment Type - Select Installments
    5. Total Amount
    6. Split Into - The number of payments the installation is to be split into (Input 1 in the field for a one Time Charge)
      **In cases where individual payments do not split evenly across the installment duration, each payment is rounded up to the nearest cent. The last payment will be correspondingly smaller.**
    7. Frequency (Installments only)- Select between Weekly, Monthly, Quarterly, or Annually
    8. Start Date - Select the date which the scheduled payment should be charged.
  6. Click on New to schedule the payment. The new scheduled payment will be added to the list of Scheduled Payments on the customer profile page when successfully created
    **The bottom of the page will display the End Date and the Amount of Each Payment**

Scheduling Subscriptions

  • Log into SwipeSimple.Com
  • Select Customers From the Left-hand Navigation Pane
  • Find and open the profile for the customer on which you wish to schedule payments
  • Select  New Scheduled Payment
  • Input the following payment information:
    • Merchant Account - Select the merchant account in which you want to schedule the payment from.
    • Active Card - Select a stored credit card to put the charge on.
    • Description - Details in this field will be reflected on the receipt(s) sent to the customer.
    • Payment Type - Select Subscription
    • Amount per Interval
    • Frequency - Select between Weekly, Monthly, Quarterly, or Annually.
    • Start Date - Select the date which the subscription should start.

The subscription will end when you cancel the scheduled payment.

Click on New to schedule the Subscription. The new scheduled payment will be added to the list of Scheduled Payments on the customer profile page when successfully created.


 

Notifications for Declined/Error Transactions

 


For all declined/error scheduled payments, an email notification will be sent to all users with Admin access. To view the list of users with Admin access, go to Users on your dashboard.

To retry the failed transaction:

  1. Click on View Customer Profile in the email.
    You will be redirected to the customer profile page on the dashboard.
  2. Update the selected stored credit card in Cards section. (If Needed)
  3. Retry the failed transaction by clicking on "New Charge" in the Last Transactions section, and running it on the Virtual Terminal.

Decline/error scheduled payments will not affect any future scheduled payments. SwipeSimple will still attempt to charge your customer’s stored credit cards at the next payment interval.

Declined/error scheduled payments will be displayed and can be accessed from the Transactions page, and the Last Transactions section on the customer profile page.

 

Creating a New Charge from Customer Profiles

 

To charge a customer from the customer profile page:

  1. Click on in the Last Transactions section.
  2. Select a stored credit card, or choose to charge a new credit card.
    If New Credit Card option is selected, you may choose to check Save card for later use to add the card in use as a stored credit card.
  3. Input other payment information including Amount and Reference Number (optional).
  4. Click on Charge to process the transaction.

Successfully processed transactions will be tied to the selected customer and added to the Last Transactions section on the customer profile page.

 

Selecting Customers at the Point-of-Sale (Virtual Terminal)

 

To select a customer during a sale:

  1. Go to Virtual Terminal to create a sale.
  2. Select a customer to charge in the Choose Customer dropdown.
  3. Select a stored credit card, or choose to charge a new credit card.
  4. If New Credit Card option is selected, you may choose to check Save card for later use to add the card in use as a stored credit card.
  5. Input other payment information including Amount and Reference Number (optional).
  6. Click on Charge to process the transaction.

Successfully processed transactions will be tied to the selected customer and added to the Last Transactions section on the customer profile page.


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