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Advice and answers from the MoonClerk Team
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pause
How do I give my payers the ability to
pause
their own recurring plan?
To allow them (within the Payer Portal) to
pause
their recurring plans: 1) Click on the Payer Portal… your Account drop down menu. 2) Scroll to the “Allow payer to” section and click to enable on “
Pause
… They will have the option to
pause
their recurring plans indefinitely or for a set number of periods
How do I
pause
a recurring plan indefinitely or skip one or more payments?
3) Click on the
Pause
Plan button. 4) Choose wether you'd like to
pause
the plan indefinitely… the Plans button in the dashboard main navigation. 2) Click on the recurring plan you want to
pause
… or for a set number of periods. 5) Click the
Pause
button
What happens to payments on a plan when it resumes (unpauses), either manually or automatically?
Pausing and
unpausing recurring plans… next scheduled payment attempt will revert back to what the plan's recurring schedule was before the
pause
What controls can I give my payers to manage their own recurring plans?
Update their billing information (always enabled by default) Cancel their recurring plans
Pause
What happens while a recurring is in a
paused
state?
Pausing and
unpausing recurring plans… While a recurring plan is in a
paused
state, invoices are still created on Stripe on the scheduled date… And, once the plan resumes from its
paused
state into an active state, those missed invoices/payments
How do I resume (unpause) a
paused
recurring plan?
1) Click on the Plans button in the dashboard main navigation. 2) Click on the
paused
recurring
What do the different recurring plan statuses mean?
but invoices will not be charged either indefinitely or for a set number of periods, depending on the
pause