Learn how to create and activate recurring contracts in MX Merchant to automatically bill customers on a scheduled basis for ongoing products or services.

Overview

Recurring contracts allow you to charge customers automatically at a set frequency for ongoing goods or services. This guide focuses on the steps required to create a recurring contract in MX Merchant™.

Prerequisites

• The customer must have an email address on file if a customer agreement is required.

Contract Setup

To create a recurring contract:

1. Click +Add Contract
2. Fill in the following information:

• Contract - If you have a fitting payment plan (which you can create here), select it, and the Items section below will fill out automatically. If you don't have such a plan, do not select anything in this field.
• Customer - You may select an existing customer (which you can create here), or create a new one by clicking Add New Customer in the drop-down menu, and filling out the necessary information.
• Items - +Add as many items as necessary, filling out the relevant information.

Note:

• As mentioned above, selecting a payment plan in Contract will fill this section automatically. However, adjustments can still be made as needed.
• You may remove products by clicking the X button on the rightmost column.

• Schedule - Enter the billing schedule for the contract:
  • Start Date – When the contract begins.
  • Request Customer Agreement – Require customer approval (Yes or No).
  • Receipt Choose when receipts are sent (Always, Once, or Never).
  • Schedule – Once, Weekly, Monthly, or Yearly. To see the full details for setting up a frequency, please refer to the Schedule section of the Recurring guide here.
  • Bill Now (Optional) - Displays the Collect First Payment Now option, which, if checked, will collect the first payment right away, rather than waiting until later.
• Payment - Enter the following payment details:
  • Automatically charge – Charges the customer automatically.
  • Send Invoice – Sends an invoice instead of charging immediately. If this option is enabled, the two following optional fields will show up:
    • Terms - Expected intervals for receiving the payment.
    • Accept Credit Cards - The customer can pay with a credit card.
  • Prorate 1st Invoice – Adjusts the first invoice amount if applicable.
• Attachments - If needed, you may upload related documents such as contracts, IDs, or certificates. This is completely optional

3. Review all sections. Then, Save & Start to activate the recurring contract. Once saved, the contract will follow the defined schedule and payment method.

Note:
For more information about setting up and modifying recurring contracts, feel free to consult the Recurring portal guide.