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Recurring Settings

A Dunning Management software tool can help your business maintain a steady stream of payments.

If you offer subscription plans or recurring services, then you can manage your recurring billing settings by clicking on the Settings icon in the menu bar in the top right-hand corner of your Helcim Account and selecting Payments and Plans and Recurring Settings. Next, confirm your settings for Dunning Management.

  • Check Contact Info: Toggle On or Off to check that the customer has contact information on file.

  • Check Card on File: Toggle On or Off if you want the Dunning Management tool to confirm customer credit cards are active.

  • Check Bank Account on File: Toggle On or Off if you want the Dunning Management tool to confirm the customer bank account is accurate.

  • Send Email to Customers: Use the drop-down menu to select between Off, On - Weekly, On - Semi-Monthly, On - Monthly to determine the frequency that emails are sent notifying customers their credit card information needs to be updated. Confirm how you want to notify customers that their information needs to be updated.

  • Customer Billing Heads-Up: Select Off or the number of days before their billing date you want to notify them.

  • Receipt Type: Select the type of receipt you want to send to customers, either an Order Receipt or a Transaction Receipt. Click Save to apply your settings.

Related Articles

General Settings
Setting Up Your Merchant Account
Security Settings
Setting Up Email Alerts and Notifications
Manage Invoice and Merchandise Settings
Customer Settings
Using the Helcim Theme Designers

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