---
title: Recurring
slug: recurring
createdAt: 2025-02-08T18:07:34.789Z
---

## Recurring Payments Overview

Recurring payments provide an alternative to a payment plan, allowing automatic payments to be processed on a set schedule. 

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Payments are **processed daily** between 12:00 AM – 6:00 AM EST. If a payment fails, the system will attempt to process it **three times** before automatically disabling the recurring payment. This ensures that payments continue as scheduled while preventing multiple failed attempts from remaining active.

**Note**: To enable recurring payments, the Student must have a **saved credit card** on file. To learn more visit [Student Accounts / Credit Cards](docId\:XyUFDaU1CHKNsyygMtPqK).

## Recurring Payment Types (By Date vs. By Balance)

When setting up a recurring payment, you must choose a **Recurring Payment Type**, which determines how payments will be processed:

- **By Date** processes payments on a scheduled basis until the selected **End Date**. This option is useful when payments should continue for a fixed period, such as covering tuition in monthly installments over a term. Once the end date is reached, no further payments will be made.
- **By Balance** continues processing payments until the Student’s balance falls below or is equal to a **specified minimum amount**. This option is ideal for ensuring a balance is paid off in full without setting a specific end date. Once the Student’s balance is reduced to or below the minimum threshold, the recurring payment stops automatically.

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## Adding a Recurring Payment

To set up a recurring payment, click **New Recurring Payment.**

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This will open the **Add Recurring Payment** modal, where you can configure the details of the recurring payment. 

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## Recurring Payment Fields Explained

The **Add Recurring Payment** modal includes the following fields:

- **Student** – The Student associated with the payment.
- **Name** – Name for the recurring payment.
- **Type** – Choose **By Date** or **By Balance** to determine how payments will be processed.
  - If **By Date** is selected, fields for Start Date and End Date will appear.
  - If **By Balance** is selected, fields for Start Date and Min Balance will appear.
- **Credit Card** – Select the saved credit card for payment.
- **Frequency** – Choose how often payments will be processed
- **Payment Amount** – Enter the amount for each recurring payment.
- **Description** – Additional details about the payment.
- **Payment Account** – The accounting category where the payment is recorded. Schools may use a general account like 'Credit Card Payments' or specific accounts to track funds accurately.
- **Apply To** – Determines how payments are applied, either automatically to the oldest invoices/charges or manually to selected invoices/charges.
- **Apply to Payment Plan** – Controls whether payments are applied to a payment plan automatically, manually to specific plan items, or not at all.
- **Notes** – Any additional details about the recurring payment.

## Recurring Payment Quick Actions

Next to each recurring payment, there are **three quick action icons** that allow you to manage payments efficiently.

- **View Payment** – Opens detailed information about the recurring payment.
- **Edit Payment** – Modify the recurring payment details.
- **Delete Payment** – Remove the recurring payment from the system.

These shortcuts provide quick access to essential actions, making it easy to manage recurring payments.

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