Importing and Editing Recurring Payments

Step-by-Step Guide

Step 1: Access Edit Recurring Payments

From the main dashboard, select Create Payments, choose your company, and then click Edit Recurring Payments.

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Step 2: Search for Existing Recurrences

You can search for existing recurring payments by entering optional filters such as:

• Individual Name

• Dollar Amount

• Last or Next Scheduled Payment

• Schedule

• Status (e.g., Active)

Click Search to view matching results.

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Step 3: Import Recurring Payments (Optional)

If you have a file containing recurrence data, you can upload it directly by selecting Import Recurring Payments.