Manually Create A Recurring Charge Early
It is helpful to create a recurring charge early if the guest would like to pay before their stay's recurring date or you have a need to post the next recurring charge immediately. Follow the directions below to manually create the next charge.
On a recurring charge's setup, click the 3 dots then click Create next charge.
Automatically Create A Recurring Charge Early
You can set up a recurring charge so it posts a specified number of days early every month. Following the two steps below will allow a recurring charge to create early automatically.
- Click on the three dots next to the recurring charge and click edit.
- Edit the Create Days Early setting to the number of days the charge should be created before the charge date.
For example, say you have a recurring charge that processes on the 16th of every month but you want to send the guest a notification 2 days ahead of time and auto process payment on the charge date. You will put the “create days early” to -2 so the recurring charge will create a new charge each month on the 14th. You will now have a charge created, so you can send a notification that the upcoming payment will be processed in 2 days. Check the “Auto Process Payment” box and the “Send email notification of upcoming payment and process payment in X days" box. The days do not have to match, you can create the charge 3 days early and send the notification 1 day early.
Update Create Days Early to create a recurring charge early each cycleThat is all! Save the recurring charge, and now each charge will be created early by the number of days you specified.