--- title: "Introducing Recurring Payments in Eposly | What's New" url: https://eposly.io/whats-new/recurring-payments description: "Set up recurring card payments in Eposly Point of Sale and collect each payment automatically on schedule, inside Salesforce." lang: en --- Recurring payments release ยท October 2026 # Introducing Recurring Payments Set it once. Get paid every time. Recurring Payments charges the saved card on your schedule, so memberships, payment plans and donations collect automatically, right inside Salesforce. Image: A recurring payment schedule in Eposly showing frequency, amounts and the next collection date (https://eposly.io/__l5e/assets-v1/b4dd7110-6184-40d4-80eb-7b2ee598a3c7/01-hero-payment-schedule-record.webp) Watch ## See recurring payments in action A short walkthrough of setting up a recurring payment schedule in Eposly Point of Sale. Recurring payments ## Get paid on schedule, every time, without the manual work Memberships, payment plans and donations all depend on charging the same customer again and again. Set up and collect recurring payments inside Salesforce on a saved card, and let Eposly collect each payment automatically when it becomes due, so your team doesn't have to recreate or collect every payment by hand. Each payment and its outcome is recorded on the customer record, ready for reporting, automation and follow-up. - Set a flexible collection frequency, and choose how the schedule ends: on a set date, after a number of payments, once a target amount is collected, or leave it open-ended. - Use an existing card on file, or take an initial payment and save the card for future collections in the same flow. - If a payment fails, Eposly pauses the schedule, records the reason and flags it for follow-up in Salesforce. ### How to set up a recurring payment Set one up on its own from the Setup Recurring Payment tab, or directly from a point-of-sale order. Either way, Eposly creates a payment schedule linked to the customer and collects each payment automatically. #### Set one up from the Setup Recurring Payment tab 1. 1 ##### Open Setup Recurring Payment and choose the customer Search for the customer the schedule belongs to. Image: Setup Recurring Payment, choosing the customer (https://eposly.io/__l5e/assets-v1/b94f6b41-fe6e-4e6d-b731-f22b31c764ca/02-step1-choose-customer.webp) 2. 2 ##### Select the payment method Choose the gateway to collect on: Stripe or Card Connect. Image: Selecting the payment method, Stripe or Card Connect (https://eposly.io/__l5e/assets-v1/e7d2c3be-31fb-45df-a54b-9acac79d8580/03-step2-select-payment-method.webp) 3. 3 ##### Choose the card and how the schedule ends Add a new card (you enter the details at the Review step) or use an existing card, and choose how the schedule ends: Date, Count, Balance or Unending. Image: Choosing the card and the stop rule: Date, Count, Balance or Unending (https://eposly.io/__l5e/assets-v1/7490b7f8-d2e1-4a53-a317-7af4f8b2e3fd/04-step3-card-and-stop-rule.webp) 4. 4 ##### Enter the schedule details Set the initial payment amount, the frequency, the start date and the amount per payment. The fields shown depend on the stop rule you chose. Image: Entering the schedule details: initial amount, frequency, start date and amount per payment (https://eposly.io/__l5e/assets-v1/a1df2f23-a8f5-4cbf-b940-f2e0987eb032/05-step4-schedule-details.webp) 5. 5 ##### Review and take the first payment Review the customer, the card and the upcoming payment schedule, then take the first payment. For a new card, enter the card details to charge the initial payment and save it for future collections. Image: Reviewing the customer, card and schedule, and taking the first payment (https://eposly.io/__l5e/assets-v1/ecb23b4d-931b-4b70-aaf5-4528325e9749/06-step5-review.webp) 6. 6 ##### Done The recurring payment schedule is created and active. Image: Confirmation that the recurring payment schedule is created and active (https://eposly.io/__l5e/assets-v1/60ba5fd1-823c-435d-b320-2d79ccd38917/07-step6-success.webp) #### Set one up from Eposly point-of-sale order On an order, open Make Payment and choose Recurring Payment, then select the gateway (Stripe or Card Connect) and follow the same schedule setup. Eposly links the schedule and its payments to the order and the customer. Image: Make Payment on a point-of-sale order, choosing Recurring Payment and the gateway (https://eposly.io/__l5e/assets-v1/fe166c24-c13f-409c-b1bd-645eee65a6f6/08-pos-order-path.webp) You can open the Payment Schedule record to see the schedule and its scheduled payments, including the frequency, amounts, next collection date and status, and pause it if you need to. Image: The Payment Schedule and its scheduled payments with collection dates (https://eposly.io/__l5e/assets-v1/504165b2-d732-43af-9503-1ddad6146e9c/09-records-transactions.webp) Once a schedule is running, Eposly collects each payment on its due date and records the result on the customer record. Full administrator detail will be available in the help centre. **If a payment fails,** Eposly pauses the schedule, records the reason and flags it for follow-up in Salesforce. Failed payments are not retried automatically in this release. #### Before you start Recurring payments need a supported card payment gateway configured in your org: **Card Connect** (US) or **Stripe**. Recurring collection uses a saved card. Configurable order notes ## Give every order exactly the fields your process needs Your standard order notes still work exactly as they do today. When your process needs more, an administrator can now use a Salesforce field set to replace the standard note fields with your own, configured per order kind. It's ideal for a quoting process (for example a job title, work description, quote validity, expiry date and status) and just as useful for delivery instructions, references or site locations. Because these are standard Salesforce fields, you can use any field type, with the validation rules, required fields, formats and read-only formula fields you already rely on. - The order notes section opens automatically when there are required fields to complete. - Fields save automatically, with no save button. - Each order kind can have its own set of fields. - If no field set is configured, order notes work exactly as they do now. Image: Configurable order-notes fields on an order, quoting example (https://eposly.io/__l5e/assets-v1/8dd80dd2-f9ed-44a6-831d-6daccdbb557c/10-order-notes-quoting.webp) Image: Standard order-notes fields, which still work if no field set is configured (https://eposly.io/__l5e/assets-v1/60f106e4-3e63-46bb-92b5-a60b02b198db/11-order-notes-standard-fields.webp) **How to set it up.** An administrator builds a field set with the fields you want, then sets it as the Order Notes Field Set on the relevant Order Kind. The steps will be available in the help centre. Where Eposly is heading ## The transaction layer for Salesforce keeps getting stronger Eposly is increasingly the transaction layer for Salesforce: point of sale and payments, recorded natively on the customer record. For teams that sell in person, that means managing one-off sales and recurring card collections in one place, without leaving Salesforce. Recurring payments is the latest step in that direction. ## Start collecting on schedule Already on Eposly Point of Sale? Your customer success manager can help you switch recurring payments on and set up your first schedule. Set up recurring payments (https://eposly.io/contact) New to Eposly? See how Eposly brings point of sale and payments into Salesforce (https://eposly.io/products/point-of-sale). Talk to our team. (https://eposly.io/contact) FAQ ## Frequently asked questions ### Do I have to do anything to receive this update? If you are on automated updates, you'll receive it automatically. If you manage your own updates, install the latest version from the AppExchange listing. (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qD0GEAU&tab=r) ### Which payments can recur? Recurring payments collect on a saved card. ### What happens if a recurring payment fails? Eposly pauses the schedule, records the reason and flags it for follow-up in Salesforce. Payments are not retried automatically in this release. ### Does this change how order notes work today? No. Your existing order notes work as before. The new option lets an administrator add custom fields with Salesforce field sets when you want to capture more. ## Need help? Need help configuring this release? Contact your Eposly customer success manager (https://eposly.io/contact) and we'll work on it together. The full list of changes will be available in the release notes (https://eposly.io/release-notes/eposly-point-of-sale-october-2026-release). ## Structured data ```json [ { "@context": "https://schema.org", "@type": "TechArticle", "headline": "Introducing Recurring Payments", "description": "Set up recurring card payments in Eposly Point of Sale and collect each payment automatically on schedule, inside Salesforce.", "datePublished": "2026-10-13", "dateModified": "2026-10-13", "mainEntityOfPage": "https://eposly.io/whats-new/recurring-payments", "author": { "@type": "Organization", "name": "Eposly" }, "publisher": { "@type": "Organization", "name": "Eposly" }, "image": "https://eposly.io/og-default.jpg" }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://eposly.io/" }, { "@type": "ListItem", "position": 2, "name": "What's New", "item": "https://eposly.io/whats-new" }, { "@type": "ListItem", "position": 3, "name": "Recurring payments", "item": "https://eposly.io/whats-new/recurring-payments" } ] }, { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Do I have to do anything to receive this update?", "acceptedAnswer": { "@type": "Answer", "text": "If you are on automated updates, you'll receive it automatically. 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