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How to set up recurring payments

In this article, you'll learn how to set up recurring payments. (If you want to set up recurring donations, read this article.)

Step one: set up a payment gateway

If you need more detailed instructions for this step, have a look at this article.

  1. Go to Financial > Settings > Payment Gateways.
  2. Click Add a payment gateway.
  3. Select a provider.
    • If you select Stripe, click Connect to Stripe. Fill in the signup form (or log in with an existing Stripe account). Once you save, it will automatically connect to Populi.
    • If you select Authorize.net, enter the Login and Transaction Key they sent you after your account was approved.
  4. Check the payment methods you wish to enable for this gateway.
    • If you'd like to accept e-checks and ACH payments through Stripe, please contact Populi Support.
    • To accept e-checks and ACH through Authorize.net, you'll need to sign up for eCheck.net™.
  5. Finally, click Save to add the gateway.

Step two: select your gateway Uses

Under __ Transactions, you can specify which payment gateway you wish to use for different kinds of online payments.

  1. Click the Tuition & Fees use name to select a gateway for it .
  2. Select the gateway you wish to use for each payment type.
  3. Click Save to finish.

Step three: enable recurring payments

To enable recurring payments for tuition and fees:

  1. Go to Financial > Settings > Online Payments.
  2. Scroll down to the enable recurring payments setting.
  3. Check yes.
  4. (Optional): enter the text of the email you'd like sent every time the recurring payment is charged.
  5. Scroll back up and click Save Settings.

Once you finish these steps, your payers will have the option to set up recurring online payments. Read about how those work in this article.

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1 Comments

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    Danny Casey

    Recurring Payment is a great function!  Thank you for adding it to the system.  I do have a request/suggestion.  It would be helpful if the Recurring Payment could be set-up by the student to start on a future date rather than at the time of the first payment.  I noticed that there is the ability to change the day of the month after the Recurring Payment has been established.  I would assume that it would be possible to have the ability for the student to select a future date for the Recurring Payment to begin. 

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