Go to 
> Payment Request > Recurring Payment Request
Send an initial payment request, and then automatically charge your customer continuously (Ongoing Recurring Plan), or specify a period (Scheduled Payment Plan) with a defined end date.
Ongoing Recurring Plan
This is a continuous, ongoing payment plan. Payments are automatically processed weekly, monthly, quarterly or yearly with no expiration date. The payment plan ends when a de-schedule is done on the Payment History page. You can set an ongoing recurring plan either with an initial payment or not but the recurring amount field must have a value which will be automatically charged to your customers’ card.
Scheduled Payment Plan
This is a recurring payment plan with a defined end date. An initial payment amount may or may not be entered but there must be at least two payments to constitute a schedule. The payment plan ends when either the last automatic payment is completed or a de-schedule is done on the Payments History page.
Step 1: Select Recurring Payment.
Step 2: Complete the payment request setup:
Tab: 1. Delivery Options
Send payment request to - Choose the delivery method for your payment request. This also includes the ability to Create a Web Link that can be shared across any Direct Messaging service. Click arrow at the bottom right of the page.Tab: 2. Request Details
Select payment plan - Choose if you want to set up an Ongoing recurring plan or a Scheduled payment plan.
Reference Number - Create a customized reference number for this payment plan. We recommend using something to identify the customer, the date, and/or the purpose of the payment.
Initial Payment - This will be the first payment your customer makes. Completing this payment will start the automatic payments as scheduled. If there is no initial payment simply ignore or enter 0. If the value is 0 then the recurring amount will be debited immediately per Card Scheme rules.
Recurring Payment Amount - Enter the amount you would like to charge your customer on a recurring basis (excluding their initial payment).
Billing Cycle - Choose to charge your customer monthly, quarterly, or annually.
Start Date - Enter the time and date you would like the recurring payments to commence.
Execution Time - Sets the time of day that your customer card will be automatically charged.
Customer - (Optional) If your custom message template contains customer tags, you may add a salutation e.g. first name and last name so that it appears in your payment request. Provide the mobile number and/or email address for the recipient.
Tab: 3. Additional Settings
Message Template - Select the message template you created on the Message Template page.
Tax Profile - If you wish to add VAT (Sales Tax), select the Tax Profile you previously created. (Under 'Currency & VAT Options').
Shipping Information - Selecting 'Yes' will require the following information from your customer: phone number, name, country, street address, and zip code. Toggling to YES also means payment will be not be accepted until an address is entered.
Payment Reminder - Selecting 'Yes' allows you to send payment reminders at a specified interval through your preferred payment request method. SMS rates apply where applicable.
Attach Receipt on Email - If email was selected for the payment request , selecting 'Yes' will attach the receipt to the email payment request.
Attach Invoice on Email - permits you to create or upload your own prepopulated invoice.
Select 'Message Preview' to view what your customer will see.
Tab: 4. Confirmation
Review the details of your payment request. When ready, click ‘Submit’.
