Deactivate or change a recurring payment schedule within Payment Link

You or your customer can change or end a payment schedule initiated through your payment link

Your customer had set up a recurring payment to your organization through your Payment Link months ago. Now, the contract you had with that customer is ending and the payment schedule needs to be deactivated. Or, maybe the contract terms have changed and you need to set up a different schedule with the customer.

Good news! Both you or your customer can change or deactivate the schedule. 

How you can change or deactivate a recurring payment schedule in Payment Link

1. Open Autobooks, then click on Payment Link in the left side navigation.
2. Click the Payments tab to see a list of past payments you've received and recurring payment schedules. 
   Note: Recurring payments will be noted in the Source column as Recurring Payment.
3. Click on the recurring payment schedule you wish to deactivate.
4. Select Deactivate Recurring Payment Schedule in the right side options menu.
5. A new browser window will pop up with the recurring payment schedule information. Click Deactivate this schedule to end future customer payments for the schedule.
6. You will see a success message. Click Continue.
7. You will see a confirmation that the schedule is deactivated. You can close this browser and return to Autobooks, or you can click Create a new payment schedule if the customer wants to change the schedule details to a different cadence.
8. OPTIONAL: Once you click Create a new payment schedule, your payment form will appear. Simply complete the form with the new recurring cadence/details, enter the customers payment information, and click Submit.

How your customer can deactivate a recurring payment schedule

Your customer receives an email notification of their next payment processing date 24 hours prior to the payment being processed. Within that email, the customer can click a link to change or deactivate their schedule.

1. Click the click here link within the payment notification email.
2. A secure browser will pop up on the user's device. The user will see their current payment schedule. 
3. To change or deactivate the schedule, click Deactivate this schedule. 
4. You will see a success message. Click Continue.
5. You will see a confirmation that the schedule is deactivated. Click Create a new payment schedule if you want to set up a new schedule with a different cadence.
6. Once the customer clicks Create a new payment schedule, the payment form will appear. Simply complete the form with the new recurring cadence/details, enter payment information, and click Submit.