Scheduling recurring charges
This article is for environments that have enabled the Ledger & Payments module. If you're interested in setting this up in your back office, please contact the Product Team.
Adding a recurring charge
The steps to add a recurring charge are as follows:
- Go to the Ledger Module, click the Bookings Module and choose any booking ID.
- Click the three-dotted button against a booking ID and click the 'Add Charge' option from the dropdown.
- Click on the Scheduled button, fill in the Scheduled Charge Modal and click the "Charge" button to save.
- Click the 'OK' button on the confirmation Modal.
- A green toast notification appears at the bottom of the screen and in the Modal to confirm this change.
Viewing a Scheduled Recurring Charge
- Go to the Payments Module and click on the 'Scheduled Charges'.
- The recurring charge can be seen here:
Editing / Deleting the recurring charge
To edit or delete a recurring charge, click the three-dotted (Action) button and choose options from the dropdown.
