---
title: Create/Manage Recurring Payment Plans
description: Automate payment schedules and customize payment intervals for your customers.
---

[Skip to content](https://support.cashflow.io/create-manage-recurring-payment-plans#main-content)

- [English](https://support.cashflow.io/create-manage-recurring-payment-plans)
- [Français](https://support.cashflow.io/fr/créer-et-gérer-les-plans-de-paiement-récurrents)

English

Show submenu for translations

[SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new?hsLang=en)

![1ef9feff-d100-41b2-b671-44bcd32aa593](https://support.cashflow.io/hs-fs/hubfs/1ef9feff-d100-41b2-b671-44bcd32aa593.png?width=311&height=75&name=1ef9feff-d100-41b2-b671-44bcd32aa593.png)

Open main navigation

Close main navigation

- - [English](https://support.cashflow.io/create-manage-recurring-payment-plans)
    - [Français](https://support.cashflow.io/fr/créer-et-gérer-les-plans-de-paiement-récurrents)

  English
  
  Show submenu for translations
- [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new)
- [Homepage](https://cashflow.io/)

[Homepage](https://cashflow.io/)

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://support.cashflow.io/?hsLang=en)
2. [Receivables](https://support.cashflow.io/receivables?hsLang=en)
3. [Recurring Payments](https://support.cashflow.io/receivables?hsLang=en#recurring-payments)

# Create/Manage Recurring Payment Plans

## Automate payment schedules and customize payment intervals for your customers.

Configure and manage automated recurring payment plans to simplify recurring payments from your customers. Recurring payment plans allow you to set up customizable schedules so payments are generated and processed automatically. Follow the steps below to create new plans or adjust existing ones, ensuring timely payments without manual intervention.

 

1\. On the upper right of the page, click the **Account Menu **and select **Settings**.![](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-07-26%20105516-png-3.png?width=421&height=307&name=Screenshot%202024-07-26%20105516-png-3.png)

2\. You will be directed to the **Settings **page. Select the **Payment Plans** section.

![Screenshot 2025-04-29 112829](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-04-29%20112829.png?width=688&height=312&name=Screenshot%202025-04-29%20112829.png)

3\. In the **Recurring** **Payment Plans** page, use the toggle to active a payment plan and the icons to modify or delete a payment plan. Select the **Create New** button to create a payment plan.

![Screenshot 2025-04-29 114718](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-04-29%20114718.png?width=688&height=245&name=Screenshot%202025-04-29%20114718.png)

4. The **Create New** or **Modify** window will open allowing you to input a *Subscription Alias* and *Amount* with options for the *Currency, Interval* and *Duration* . Click on **Submit** once completed.

![Screenshot 2025-04-29 113043](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-04-29%20113043.png?width=285&height=298&name=Screenshot%202025-04-29%20113043.png)

5\. After creating or modifying a recurring payment plan, the plan will be listed in the **Recurring** **Payment Plans** page and can be selected as an option when **[Creating a recurring payment](https://support.cashflow.io/create-a-recurring-payment?hsLang=en).**

 

**NOTE:** RecurringPayment Plans can also be created during the creation process of a [recurring payment](https://support.cashflow.io/create-a-recurring-payment?hsLang=en). Select **Add new plan** in the first section to quickly create a recurring payment plan.

![Screenshot 2025-04-29 114633](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-04-29%20114633.png?width=659&height=259&name=Screenshot%202025-04-29%20114633.png)

 

- [News & Updates](https://support.cashflow.io/news-updates?hsLang=en#main-content)

    - [Feature Releases](https://support.cashflow.io/news-updates?hsLang=en#feature-releases)
    - [Improvements](https://support.cashflow.io/news-updates?hsLang=en#improvements)
- [Getting Started](https://support.cashflow.io/getting-started?hsLang=en#main-content)

    - [Videos](https://support.cashflow.io/getting-started?hsLang=en#videos)
    - [Quick Guides](https://support.cashflow.io/getting-started?hsLang=en#quick-guides)
- [Account Management](https://support.cashflow.io/account-management?hsLang=en#main-content)

    - [Account Settings](https://support.cashflow.io/account-management?hsLang=en#account-settings)
    - [Membership](https://support.cashflow.io/account-management?hsLang=en#membership)
    - [User Management](https://support.cashflow.io/account-management?hsLang=en#user-management)
    - [My Profile](https://support.cashflow.io/account-management?hsLang=en#my-profile)
    - [Contacts](https://support.cashflow.io/account-management?hsLang=en#contacts)
- [Receivables](https://support.cashflow.io/receivables?hsLang=en#main-content)

    - [Manual Payment](https://support.cashflow.io/receivables?hsLang=en#manual-payment)
    - [Payment Request](https://support.cashflow.io/receivables?hsLang=en#payment-request)
    - [Receivables History](https://support.cashflow.io/receivables?hsLang=en#receivables-history)
    - [PayLink](https://support.cashflow.io/receivables?hsLang=en#paylink)
    - [Recurring Payments](https://support.cashflow.io/receivables?hsLang=en#recurring-payments)
- [Payables](https://support.cashflow.io/payables?hsLang=en#main-content)

    - [Domestic Payments](https://support.cashflow.io/payables?hsLang=en#domestic-payments)
    - [Cross Border Payments](https://support.cashflow.io/payables?hsLang=en#cross-border-payments)
- [Integrations](https://support.cashflow.io/integrations?hsLang=en#main-content)

    - [QuickBooks](https://support.cashflow.io/integrations?hsLang=en#quickbooks)
- [Bring Your Own Payments (BYOP)](https://support.cashflow.io/bring-your-own-payments-byop?hsLang=en)
- [eQuote](https://support.cashflow.io/equote?hsLang=en#main-content)

    - [Managing eQuotes](https://support.cashflow.io/equote?hsLang=en#managing-equotes)
    - [Customization & Templates](https://support.cashflow.io/equote?hsLang=en#customization-templates)
- [Security](https://support.cashflow.io/security?hsLang=en)
- [Partners](https://support.cashflow.io/partners?hsLang=en#main-content)

    - [Partner Setup and Operations](https://support.cashflow.io/partners?hsLang=en#partner-setup-and-operations)
    - [Merchant Referrals](https://support.cashflow.io/partners?hsLang=en#merchant-referrals)
- [FAQ](https://support.cashflow.io/faq?hsLang=en)

[![Chill listening crop-3](https://support.cashflow.io/hs-fs/hubfs/cropped-favicon-32x32-2.png?width=24&height=24&name=cropped-favicon-32x32-2.png "Chill listening crop-3")](https://cashflow.io)

Cashflow.io - Support Center

Copyright © 2025, Cashflow.io