Create A Recurring Charge Early

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.

  1. Click on the three dots next to the recurring charge and click edit.
  2. 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.
CS-Firefly-KB-Create-Charge-Early-1Update Create Days Early to create a recurring charge early each cycle

That is all! Save the recurring charge, and now each charge will be created early by the number of days you specified.