Setting Up Recurring Payments
How to set up a recurring payment plan in PayStack—amount, start date, frequency, occurrences, and card vaulting—plus what happens after creation and syncing.
Setting Up Recurring Payments
Recurring payments are ideal for orthodontic work, membership-style services, or larger treatment plans where a patient pays over time.
Once a recurring plan is created, charges run automatically on schedule and post back to the patient record on the day they occur.
What you’ll set up
- Payment amount
- Start date
- Frequency
- Total number of occurrences
- The payment method (vaulted card or a new card that will be vaulted)
Step-by-step
- Choose Recurring Payments (or Payment Plans) in PayStack.
- Select the patient.
- Enter the amount, start date, frequency, and number of occurrences.
- Choose the payment method:
- If there’s already a card on file, select it.
- If not, enter the card details and allow PayStack to vault it securely for future charges.
- Review the schedule, then click Create / Save.
What happens next
- Each scheduled charge runs automatically.
- Each charge posts back to the patient record in your PMS.
Helpful reminders
- If the patient updates their card, you’ll need to update the payment method used by the plan.
- If you cancel a plan, no future scheduled charges will run.
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Last updated on March 31, 2026