All Collections
Using MoonClerk
Payer Portal
How do I give my payers the ability to change the day of their recurring plan themselves?
How do I give my payers the ability to change the day of their recurring plan themselves?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over a week ago

Payers can manage their recurring plans within the Payer Portal. In the frequency section of the payment form a payer has checked out on, if you've set the recurring day option to "Decided at Checkout" or if you've set all options to "Decided at Checkout", you can give the payer the ability to change their recurring day in the Payer Portal.

1) Click on the Payer Portal option in the Account drop down menu.

2) Scroll to the “Allow payer to” section and click to enable the “Update next payment attempt?” option.

3) Click Save.

4) Now, when your payers go to their Payer Portal, they will be able to update the Next Payment Attempt (their recurring day) of their recurring plan, assuming the settings on the form they checked out on allow them to do so.

Did this answer your question?