How Customers can setup recurring payments in the Customer Portal

If you’re using Udio’s Customer Portal feature, you can inform your customers of the ability to set-up recurring payments via credit card. Instructions on how to setup recurring payments on Customer Portal are as follows:

  1.         Once customers are logged into their personal Customer Portal, they can click on ‘Add Card to Enable Recurring Payment’ from their home screen.
  2.         They will be required to fill in their Credit Card details
  3.         They should leave ‘Use for Automatic Payments’ ticked, unticking it would disable recurring/automatic payments.
  4.         Confirm by clicking ‘Add Card’.
  5.         Now, whenever there is an invoice that needs to be paid on their account, it will be taken from this card.