How can I set-up a recurring payment plan?

Recurring payments are really useful to collect monthly or weekly subscription payments, such as rent. Your customers need to authorize only once, MazumaGo takes care of the rest. 

Collecting recurring payments

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Step-by-step instructions:

  1. Click on the 'Payments' tab on the dashboard at the top of the screen. Screen Shot 2021-05-10 at 3.00.37 PM

  2. Click '+ Payment' and 'Receive' in the top right corner of your dashboard. Screen Shot 2021-05-10 at 3.01.34 PM
  3. For a recurring payment, select 'Recurring' as the payment frequency. Screen Shot 2021-05-10 at 3.04.56 PM
  4. Select the payment frequency from the dropdown menu, as well as the start date and end date (optional), then click 'Next Step'

    Note: If you set an end date, select the day after you want the last payment to be collected.
  5. Select the designated customer from the dropdown menu or click '+Add New'. Fill out the amount you would like to receive as well as the transaction description, then click 'Next Step'

    Note: You can customize the transaction description to match your invoice number and add a note to your customer. Screen Shot 2021-05-10 at 3.07.04 PM
  6. Select the account you want the money to be deposited into or select 'Let recipient decide', then click 'Next Step'Screen Shot 2021-05-10 at 3.10.00 PM
  7. Review payment details. If all information is accurate, click 'Create Request'.
    Screen Shot 2021-05-10 at 3.13.11 PM
  8. Your customer will receive an email request for the recurring payment plan. We will send you an email notification once your customer has authorized the request.

Screen Shot 2021-05-10 at 3.14.38 PM

You and your customer will receive email notifications for every payment. You can also view the transaction status and history by clicking on the desired plan on the 'Recurring Plans' dashboard.

 


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