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Recurring payments with Square Bill Pay

Who is this article for?
This article is for business owners who use Square Bill Pay to pay their vendors with recurring payments.

About recurring payments

Recurring payments with Square Bill Pay allows you to set up a series of recurring, fixed amount payments for bills such as your rent or lease agreements. You can cancel or edit a series, cancel or edit payments in a series, and enable notifications about upcoming payments in a series. 

Recurring payments with Square Bill Pay can only be created and managed with the Square Dashboard. Variable amount recurring payments, such as utility payments, are currently unsupported.

Step 1: Create recurring payments

You can schedule recurring payments to pay your vendors on a monthly or weekly frequency as needed. Recurring payments can be created with a start and end date or by choosing the number of payments in the series. 

  1. Go to Payments > Bill Pay from your Square Dashboard.

  2. Click Add bill > Add bill manually

  3. Enter key information, such as the bill amount, due date, and vendor information (name, contact, and bank account, if available).

  4. Click Frequency > choose Monthly or Weekly and a First due date

  5. Choose to end your series with a Series end date or end After number of payments

  6. Verify the bill information is correct.

  7. Configure your payment method and delivery settings.

  8. Click Schedule payment.

You can configure payment methods and notifications at any time from the Settings tab of your Square Dashboard.

Step 2: Manage recurring payments

Edit a payment or series

To edit a series:

  1. Go to Payments > Bill Pay from your Square Dashboard.
  2. Choose a series you want to update, then click Edit > Edit recurring series.
  3. Make edits to your series and verify the bill information is correct.
  4. Click Next to configure your payment method and delivery settings.
  5. Click Review > Schedule payment.

To edit a payment in a series:

  1. Go to Payments > Bill Pay from your Square Dashboard.
  2. Choose the bill you want to update, then click Edit > Edit this bill.
  3. Make edits to the selected bill and verify the bill information is correct.
  4. Click Next to configure your payment method and delivery settings.
  5. Click Review > Schedule payment.

Note: When editing a series or a payment in a series, the Vendor and Frequency cannot be changed.

Delete a payment or series

To delete a payment in a series:

  1. Go to Payments > Bill Pay from your Square Dashboard.
  2. Choose a bill you want to delete, then click Delete this payment > Delete.

To cancel a series:

  1. Go to Payments > Bill Pay from your Square Dashboard.
  2. From the latest scheduled bill in the series you want to cancel, click Cancel remaining series > End series.

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