Viewing Recurring Payments

The Recurring Payments module displays all the recurring payments collected through the payment pages created in Zoho Checkout. To view them:

• Click Recurring at the top of the page.
• View transactions in a list with details such as:
  • Date
  • Transaction ID
  • Customer Name
  • Payment Page Name
  • Status
  • Next Billing Date
  • Amount

This overview gives you a consolidated view of your recurring payments.

Recurring Payment Details

For deeper insights into a specific recurring payment, simply click the transaction. The following sections are displayed:

• Customer Details: Name, email and billing address.
• Card Details: The customer’s saved card information.
• Payment Details: Item name, quantity and the total amount paid.
• Payment History: All previous transactions associated with this recurring payment.

Recurring Payment Statuses

Recurring payments are assigned a status based on their current stage in the billing lifecycle. These statuses help you monitor payment activity and identify recurring payments that require attention.

The available recurring payment statuses are:

• Live: The recurring payment is active and billing according to the configured schedule.
• Future: The recurring payment has been created and is scheduled to start on a future date.
• Past Due: A scheduled payment has failed and is awaiting collection. The customer’s payment method is automatically retried based on the configured retry settings. The recurring payment remains in the Past Due status until a payment is successfully collected.
• Canceled: The recurring payment has been manually canceled, or all retry attempts have failed and the retry settings are configured to cancel the recurring payment.
• Unpaid: All retry attempts have failed and the retry settings are configured to mark the recurring payment as unpaid.
• Expired: The recurring payment has completed its configured billing duration and is no longer active.

Filter and Sort Recurring Payments

You can filter and view recurring payment transactions or search for a specific transaction using the available options.

• Filter Recurring Payments: Select a status from the Filter By dropdown to view recurring payment transactions in that status.

• Search Recurring Payments: Enter the recurring invoice name, invoice item, invoice contact, or custom field value in the search bar to locate matching recurring payment transactions.

• Sort Recurring Payments: Sort recurring payment transactions by clicking a column name in the table. Click the column again to switch between ascending and descending order.