Once you have your Ezidebit account activated and have added your client’s card details, you can then setup recurring card & bank account payments.

Head to your 'Clients' tab, then select the client

Go to the 'Finances' tab. And choose 'Ezidebit'

Click '+New Recurring Payment'. And fill in the details of how the recurring payment should be setup:

Note: the payments will be taken on the first day of each period displayed.

 

Related articles:
Add client Card/Bank info with Ezidebit
How to process a once-off Ezidebit payment
How to setup a recurring Ezidebit payment linked to a Membership
How to check your Ezidebit payment statuses and adjust schedules

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