Deposit and Recurring Charge Setup Help

[tiktik78]

I am looking for a way to do the following:

Client signs up with my dog training company. We reserve a date and send them a service agreement. When they submit the service agreement they are sent to square to pay. We need to take 50% deposit and set up recurring billing for the balance. 

Ideal timeline would be:

Sign agreement - preauthorize charge for $1625 and 5 payments of $325, ccd stored for all future transactions (required)

Starts as scheduled - charge $1625 and then $325 30 days later, repeating 5x

Cancels - no charge and therefore no refund, everything easy to cancel.

Any ideas, other than multiple checkouts? Thanks

[Minion · Accepted solution]

Hi @tiktik78 

So it sounds like you have exactly all that you need.  I'm not 100% sure how else you would do this without multiple payments for recurring.

So with this you should be able to complete the task above (and future) with recurring invoices.  You will I believe need to be on the Invoice Plus plan (free for 30 days IIRC).  I'll give you a step by step for setting this up, hopefully and assuming this is what you are needing help with, and if not, my apologies.

Once they sign the agreement you can then start. 

From the Dashboard head to Invoices>Create New

Invoice Details Section

FIll in customer info, invoice title.DOS

Next to Frequency select One-Time. (don't panic)

Line Items Section

Fill in the items/service with the total amount you are looking to receive. ($3,250)

Under Totals, Select Add Payment Schedule

Payment Schedule Settings Section

Schedule Options> Both Options Ticked to ON

Deposit Request Section (% Chosen)

50% deposit due today

50% Balance due over multiple dates

Balance Split Section (% Chosen)

-Add a total of 5 payments  by clicking "add another payment" at the bottom of this section

Input 20% into each of the 5 payment lines, they should automatically be set to every 30 days, keep reminders off, or turn them on is your choice.

With a total of $325 being collected every payment period.

Save  (top right)

This will bring you back to the original invoice setup.

Payment Options Section

-be sure to click "allow customer to save card on file:

You can then even scroll down and add the signed agreement as an attachment if you wanted.  IF everything looks good, click the schedule button in top right and you'll be all set.

Hope this helps and answers your questions.