Manually Create A Recurring Charge Early
If you want to create a recurring charge early, and send the guest a notification of the upcoming charge, now you can. This feature is for when you want to create a charge earlier than you want to process the payment, so you can send the guest a notification of the upcoming charge. Normally, the recurring charge is created, and payment is automatically processed at the same time if you have the auto process payment option selected. Creating the recurring charge early, will allow you to automatically process a recurring payment, and warn the guest that there is an upcoming recurring charge that will be processed in X amount of days.
On a recurring charge's setup, click the 3 dots then click Create next charge.
Automatically Create A Recurring Charge Early
It is quick and easy to edit a recurring charge so it always creates before its charge date.
- 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.