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.


Did this answer your question?