Once you have your Ezidebit account activated and have added your client’s card details, you can then setup recurring card & bank account payments for your clients, linked to a membership.

The recurring Ezidebit payment will be linked/aligned with the same schedule of the assigned membership.

Head to your 'Clients' tab, then select the 'Edit' button next to your client’s name

Select the 'Package/Membership/Prod' tab

Select '+ Add Membership' and choose the appropriate membership to assign

Enter the 'Membership start date', along with any other changes to the membership on the form, then tick the 'Setup linked Ezidebit payment schedule' checkbox.

Note: payment 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
How to check your Ezidebit payment statuses and adjust schedules

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