Quantic Charge allows you to set up recurring payments where the customers authorize the merchant to pull funds from their accounts automatically at regular intervals for goods and services offered to them. It’s an ongoing process, where the customer gives permission to the merchants for deducting the amount automatically at predefined intervals until the customer retracts their permission or the subscription expires. Below are the quick steps on how you can set up recurring payments in Quantic Charge.

1. Log in to the Charge.
2. Go to Recurring from the left navigation menu.
3. Click Create New Plan.

4. Enter the Client Details:
   • Name: Fill in the customer name in First Name and Last Name.
   • Email Address: Enter the customer’s email address. This email will be used for any correspondence with the customer related to the billing plan.
   • Phone Number: Enter the customer’s phone number. This number will be used for any correspondence with the customer related to the billing plan.

• Add Card: Provide the card details in the Add Card section. This card will be saved for future transactions for this customer for recurring payments only.
• Saved Cards: The saved cards will display in this drop-down field. Customers can select any of the available cards to create recurring payments.

5. Enter the Plan Schedule details:
   • Start Date: Tap the Calendar icon to select the plan start date.
   • Frequency: Set the interval in which the amount will be deducted automatically from the customer’s account. For example, for weekly, the amount will be deducted once every week.
   • Until: Select the End Date, if you want the plan to end on the end date, or select Canceled if you want the plan to end only when canceled.
   • End Date: Tap the Calendar icon to select the plan end date.
   • Receipt Option: Select email, phone, or both, to get the recurring payment receipts.

6. Enter the Plan Details:
   • Plan Name: Enter the Billing Plan name.
   • Amount: Enter the amount to be charged on a recurring basis. This amount will be deducted from the customer account based on the set frequency.
   • Cardholder Permission: Please make sure to get the cardholder’s permission to save the customer profile and all the associated cards. Select the checkbox next to “Cardholder has given verbal or written permission to save profile and all associated cards”.

1. Log in to the Charge.
2. Go to Recurring from the left navigation menu.
3. Tap the search bar and enter the billing plan name. You will see the relevant search results down the list.

1. Log in to the Charge.
2. Go to Recurring from the left navigation menu.
3. Tap on the Plan ID that you want to cancel.

4. Now click the Cancel Plan button.

5. The Canceled label will be displayed in the billing plan list.

1. Log in to the Charge.
2. Go to Recurring from the left navigation menu.
3. Tap on the Plan ID that you want to download the receipt for.

4. Tap to download the billing plan receipt.
5. Tap to email the receipt.