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Edit a Recurring or Installment Transaction

Your business is unique and the way you process transactions can vary. You can stay on top of ever-changing business needs by editing a recurring or installment transaction.

1. Select Recurring in Converge. Select the transaction you want to edit.

Select Recurring in the left menu. On the Recurring Transactions screen, click the check box for the transaction you want to edit.


2. Hover your mouse over the selected transaction and left click. The Recurring Details screen will appear. Click Edit.
Click Edit located in the upper left side of the Recurring Details screen


3. Add updates on the Edit Recurring page. Fields marked with a red asterisk are required. If the Recurring Amount is being changed, then the customer will be charged the new amount at their next billing date. Scroll down to complete each section.
On the Edit Recurring screen, complete the required fields for Unit Price, Quantity and Recurring Amount. Scroll down to complete each section. Click Update at the bottom of the page.
 

4. After you complete the Edit Recurring Page, click Update. A screen will be displayed indicating that your update was successful. Click Complete to finish the process.
Click Complete located at the bottom of the Update Recurring Success confirmation screen.

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  1. Justine Krebs

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