Payers who have agreed to pay for a recurring payment on Cheddar Up may, at times, need to manage these payments. This article explains how to do this.
Update payment method
Payers can update the payment method used for a recurring payment by taking the following steps:
- From Collections Dashboard, select Payment History in the left-side navigation.
- Find the appropriate recurring payment (recurring payments have a circle arrow icon next to them), and click "View terms", which will open a small modal with your recurring payment terms.
- Click the drop-down menu that shows your card on file and select "add a new payment method".
- This will take you to the "Payment Methods" view where you can add a new payment method.
- Once you've added a new payment method, go back to Payment History and click "View terms".
- Select the drop-down menu and now select the new payment method that you just added.
Once you change/update the payment method on a recurring payment, it will be used for all future scheduled payments for that specific recurring payment.
Retry a failed recurring payment
If a recurring payment fails, both the organizer and payer receive an email notifying them of the failure. If the reason for the failure (insufficient funds, unrecognized payment method, etc.) is known, it will be included in the email to the payer. If a payment fails, the payer can log into their Cheddar Up account and take the following steps:
- From Collections Dashboard, select Payment History in the left-side navigation.
- Find the appropriate recurring payment (recurring payments have a circle arrow icon next to them). If a recurring payment failed, it will be noted within the "Method" column.
- Once you've resolved the reason for the payment failure (ensured sufficient funds are available, updated the payment method, etc.), click "Retry Payment" within the "Method" column and Cheddar Up will attempt the payment again.
Cancel a recurring payment
If you need to cancel a recurring payment (as the payer), you can do so by taking the following actions:
- Login to Cheddar Up (payers create a Cheddar Up account when they sign up for a recurring payment).
- From the Collections Dashboard, select Payment History in the left-side navigation.
- Find the appropriate recurring payment (recurring payments have a circle arrow icon next to them), and click "View terms", which will open a small modal with your recurring payment terms.
- Click the "Cancel future payments" link located directly below "Next Payment Date:". This will cancel any future payments and will send an email to the organizer/organization that was being paid to notify them of the cancellation.
See it in action:
