In some situations, a recurring charge may need to be run manually instead of using the system's automatic processing. Follow the steps below to complete the manual process:

 

Steps to Process a Recurring Charge Manually

  1. Open the Recurring Charge
     Go to the Recurring Charge tab and click Edit on the charge you want to process.
  2. Turn Off Auto Process
     Uncheck the Auto Process box and click Save.
  3. Manually Process the Charge
    Navigate to the Process Recurring Charge page. With Auto Process turned off, the charge will now be available for manual processing. Select the charge and complete the process.
    Make sure to select the correct Post Date before proceeding.
  4. Turn Auto Process Back On
     After the charge is processed, return to the Manage Recurring Charge page, click Edit on the same charge, and re-enable the Auto Process checkbox.

 

Reactivating Auto Process ensures the charge will be included in the system's future automated processing cycles.