This guide explains the process of setting up and managing recurring payments securely using Paytia Agent Capture Assist.
Before processing a recurring payment, you must log into your Paytia account.
Once logged in, follow these steps:
Navigate to the Merchant Portal.
Click on the User switch on the top-left of the screen.
Select Take Payment from the dashboard menu.
Enter customer details, including:
Under the payment type, select "Setup a recurring payment schedule".
A recurring payment pop-up will appear where you can enter payment schedule details.
Field |
Description |
---|---|
Start Date | The date the first payment will be taken. |
End Date |
The date the last payment will be taken. (Must be after the last scheduled payment). |
Recurring Pattern |
Choose between Daily, Weekly, Monthly, or Yearly. |
Payment Occurs Every |
Defines the frequency of recurring payments. (e.g., Every 2 weeks or Every 1 month). |
Subscription Amount |
The amount to be charged per recurring cycle. |
⚠️ Note:
If you need to process a one-time payment along with a recurring schedule:
Once all details are correctly entered:
Administrators and users can review recurring payments through the Transaction List.
Once the recurring payment is confirmed:
Admins and agents receive an internal confirmation email for the scheduled recurring payment. The notification includes:
To modify an active recurring payment:
To cancel a recurring payment:
By following these steps, you can securely set up, manage, and track recurring payments using Paytia Agent Capture Assist. This feature ensures a smooth payment collection process while keeping transactions secure and transparent for both merchants and customers.