Frequently asked questions about checkouts that process recurring payments

How do I view payments of recurring invoices created from checkouts?

You can see successful payments, declined and failed payments, and refunds under Sales & Payments > Payments. The first payment processed when a customer purchases a recurring checkout will appear as a checkout payment, and the remainder will be invoice payments.

What happens if the recurring invoice fails to generate after a customer purchases a checkout with recurring payments on?

If the recurring invoice fails to generate after your customer has made their purchase, you will receive an email letting you know. If this happens, you will need to create the recurring invoice manually.

To create the recurring invoice, click the Create new recurring invoice button in the email. The customer’s card details are saved when they purchase the checkout, so you won’t need to request them again.

Find further instructions on how to manually create a recurring invoice in Guide to recurring invoices.

Do refunds cancel a recurring invoice created from a checkout?

No, a refund doesn’t automatically cancel a recurring invoice. You must manually end the recurring invoice.

How do I end a recurring invoice created from a checkout?

The same way you end regular recurring invoices. Find the instructions in Guide to recurring invoices.

Can I pause a recurring invoice created from a checkout?

No, you can’t pause a recurring invoice.

How do I turn a checkout off?

  1. On the left-side menu select Sales & Payments > Checkouts.
  2. Next to the checkout you want to turn off, click the dropdown arrow under Actions.
  3. Click Turn off.

Turning off a checkout takes that checkout offline and the payment link and QR code will no longer work. You can turn a checkout back on at any time by clicking Turn On.