View 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.
• The transactions are displayed in a list view format to give an overview of details such as Date, Transaction ID, Customer details, Payment Page Name, Status, Next Billing Date and Amount.

Recurring Payment Details

For deeper insights into a specific recurring payment, simply click the transaction. The following sections will be 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

The various recurring payment statuses and their significance are:

• Live: The recurring payment is active.
• Future: The recurring payment is set to start in the future.
• Past Due: A failed recurring payment will be temporarily listed as past due. A customer’s credit card is automatically retried up to three times based on scheduled preferences. The payment status will stay listed as past due until a successful payment is made.
• Canceled: All recurring transactions that are manually canceled fall under this status. Learn more about cancelling a recurring payment.
• Unpaid: This status is applied when a recurring payment fails all three retry attempts and the status configured in retry settings is unpaid. Learn more about Retry Settings.
• Canceled from Dunning: When a recurring payment fails all three retry attempts and the status configured in retry settings is canceled. The recurring transactions associated are marked Canceled from Dunning.
• Expired: The recurring payment that has completed it’s Billing Duration cycle is marked as expired.

Filter and Sort Recurring Payments

The various actions you can perform to filter and sort recurring payments are:

Filter By

You can filter the recurring payment transactions based on the status. Here’s how:

• Go to the Recurring Payments module.
• Select the Filter By dropdown in the left side corner of the page and choose the status to filter.

The recurring payment transactions for the selected status will be displayed.

Sort By

The columns displayed in the recurring payments module can be sorted based on your preference. You can sort them in ascending or descending order, newest to oldest transactions, or based on the date created. Here’s how:

• Go to the Recurring Payments module.
• Hover over the header of the column you want to sort and simply click.

The chosen column will be arranged in your preferred order.

Quick Search

Search for recurring payment transactions by Recurring Invoices, Invoice Items, Invoice Contacts and Custom Fields. Here’s how:

• Go to the Recurring Payments module.
• Click the Search Bar in the top right corner.
• Enter at least 3 characters to generate search results.

Recurring payment transactions matching the particular recurring invoice, invoice items, invoice contacts or custom field will be displayed.