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I know some questions have been posted about this but recurring payments. But I am still unclear on some things.
i would like to set up a recurring (yearly) payment for customers and take the initially payment using my square reader.
1. Do I simply, swipe for payment ? And select keep customer info on the app?
2.Go back into the dashboard and set up the recurring function At a later time?
would this work?
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1 REPLY 1
Yes, You are right on. While you have them there for the first payment I would also make sure you have some kind of agreement for them to sign. Then attach it to the customer file and/or recurring invoice.