Using Scheduled Payments in the SwipeSimple Dashboard
Using Scheduled Payments in the SwipeSimple Dashboard
Scheduled Payments let you automate billing so you're not manually following up on every charge. Whether you're billing a customer on a specific future date, splitting a larger purchase into installments, or setting up ongoing recurring charges, you can create and manage it all from the dashboard.
Create One-Time Scheduled Payments
If a customer needs to be charged on a specific date, set up a one-time Scheduled Payment and SwipeSimple handles the rest. The charge processes automatically on the date you choose — no reminder needed on your end.
Set Up Installments
For larger purchases, you can split the total into multiple payments over time. You control the number of installments, the frequency, and the dates. It gives customers a more flexible way to pay while keeping your billing predictable and on track.
Build Subscriptions and Recurring Billing
For ongoing services, set the billing frequency, select the customer's saved card, and SwipeSimple will process each charge automatically on schedule. Once it's set up, recurring billing runs without any manual steps.
Saved Cards on File
A saved card is required to create any Scheduled Payment. You can save a card during a transaction or directly from the customer's profile in the dashboard. Once saved, it's available for any type of scheduled billing — one-time, installments, subscriptions, or recurring.
Where to View and Manage Schedules
Scheduled Payments appear in two places. The Customers tab shows all scheduled payments tied to a specific customer, so you can see what's active or upcoming for any individual account. The Scheduled Payments tab gives you a full list across all customers so nothing falls through the cracks.
