Learn more about how to view your Recurring Payment Rules
Summary View from Shop Configuration
All Recurring Payment Rules for a given shop/location will be listed in your Shop Configuration Settings; accessible from the Configure > Shop(s) option on the left-hand Navigation Menu.
- Once in your Shop Configuration Settings page, click on the Recurring Payment Rule icon.
QuotePro users will look like this:
Non-QuotePro users will look like this:
- By default, all of your active ("IN PROGRESS") Recurring Payment Rules will be displayed.
- You can use the Active/All Records toggle switch in the upper-right corner of this page to view the Recurring Payment rules which have been stopped, along with the reason for which they were stopped.
- Click on the "eye" icon or any list row to see the details of a given Recurring Payment Rule which will be shown on the Job Details page.
Contact Details Page
You can view a Recurring Payment Rule for a given contact; accessible from the "Contacts" option on the left-hand Navigation Menu and finding a specific contact.
- Click on the "Saved Cards" tab and it will show you
- Click on the Recurring Job link to see the details of a given Recurring Payment Rule which will be shown on the Job Details page.
Recurring Payment Rule Details
Once you are on the Job Details page where the Recurring Payment Rule exists; you can see the details of the active rule and the history of previous rules that have been stopped.
Active Rule
- The active rule will be shown in summary when you first view the Job Details page.
- Use the 'SHOW' button to see the full details of the rule that has been configured (Interval/Frequency, Start, End Date/Occurrences, etc.)
- Here, you can use the 'STOP' button to stop this active recurring rule
- You will be required to add a Reason To Stop using the BidClips tagging feature. Use the blue '+' button to pick a tag and 'YES' to stop this rule.
Inactive Rules
Previous Recurring Payment Rules that have since been stopped, if applicable, will be shown in the Recurring Stop History section.
