Recurring Payments (Sertifi Pay)
Start from the main portal page. Click Recurring Payments on the lefthand column.
You can review basic information from this window. For a quick glance the customer’s subscription, click the blue down arrow to the right of the window.
Under the Status column, a regular bullet point • indicates an active subscription. A hollow bullet point ○ indicates an inactive subscription.
For a more detailed review of a customer’s payment information and history, click on the customer name.
Click Plan to review details of the customer’s recurring payment.
