Recurring Payments

Recurring Payments lets you bill a customer on a schedule. You create an agreement in Taliup HQ, send a hosted checkout link, and the customer authorizes their card. After that, Elavon Converge charges the card on the schedule you set. Open Recurring Payments in the merchant sidebar.

Prerequisites

Recurring Payments enabled

The Recurring Payments feature must be enabled on the entity plan. Enabling it also turns on Hosted Payment Solution and Clients. Ask your ISO admin to enable it in Plans & Features if you do not see Recurring Payments in the sidebar.

Elavon Converge on a location

At least one location must have an active Elavon Converge online payment gateway. Locations on other processors stay available for everything else. See Locations.

Client with an email

Each agreement needs a client with a valid email so Taliup can send the checkout invitation.

If Converge is missing, the list shows Elavon Converge required and you cannot create agreements.

How it works

If the first charge is today and there is no trial, checkout charges that cycle and starts the schedule.
If the first charge is later, or you offer a free trial, checkout saves the card only. Charging starts on the first-charge date.
Later cycles are collected by Converge. Taliup HQ syncs status, next date, and charge history.

Agreements list

When you have no agreements yet, the page shows No recurring agreements yet and Create your first agreement. Use + New agreement once Converge is available. Use Settings for defaults that apply to new agreements. Tabs:

Tab	What it includes
All	Active and pending agreements
Needs attention	Past due, grace period, paused, expired checkout, or a card that is about to expire
Active	Agreements that are billing
Pending	Waiting for the customer to complete checkout
Closed	Completed, cancelled, or failed setup

Search by client name, email, or amount (100 or $100), then Apply. Newest agreements appear first. Reset clears the search and keeps the tab you are on. Click a row to open the agreement. Copy link copies the checkout link (pending) or the customer manage link (enrolled). If anything needs a click, the list opens on Needs attention.

Create an agreement

New recurring agreement for Jane Doe with a Subscription Fee item, annually frequency, a 7-day free trial, and CAD $113.00 per-cycle total — The New recurring agreement form with client, plan items, schedule, and per-cycle total.

Open New agreement

From Recurring Payments, click + New agreement.

Choose the client and location

Search for a client or use the person-plus button to add one. If that email belongs to a deleted client, Taliup asks Restore previous client? See Restore a deleted client.

Add plan items

Search products and services, or Add custom item. Set quantity and options. Taxes follow the selected location.

Set the schedule

Choose frequency, then set the first charge or offer a free trial. Optionally add an end date.

Create agreement

Confirm the Per-cycle total, then click Create agreement. Taliup emails the checkout link to the client.

Client

Setting	Description
Client	Required. Must have an email.
Location	The location whose Converge gateway collects the charges. Hidden when the entity has only one location.
Allow this customer to cancel	When on, the customer can cancel from their manage page. You can always cancel from HQ. Defaults from Settings.

Plan items

Search the catalog or add a one-off custom item. Catalog items with options open the options picker. Custom items can have their own taxes. You cannot change catalog items or the schedule after the agreement is created. Create a new agreement if the plan needs to change.

Schedule

Setting	Description
Frequency	Daily, Weekly, Biweekly, Monthly, or Annually. Each cycle is charged at the start of the period. The Settings default prefills this.
Offer a free trial	The customer authorizes a card now. Charging starts after the trial. Hides First charge.
Trial length	1–90 days. The form shows the first-charge date.
First charge	Shown when the trial is off. Today charges the card at checkout. A later date saves the card and charges then.
End date	Optional. Leave blank to bill until cancelled.

The checkout link expiry (default 7 days) is shown on this form. Change it in Settings.

Per-cycle total

The sidebar shows subtotal, tax, and total for each billing cycle. This is the amount Converge charges after enrollment (and at checkout when the first charge is today and there is no trial).

After you create

The agreement starts as Pending.

Active agreement for Jane Doe showing CAD $20.00 monthly, first charge and next payment dates, VISA ending in 0002, customer manage link, and a captured charge — The Agreement page with status, first charge, card, customer manage link, items, and charges.

Action	When it appears
Resend email	Pending, and the checkout link is still valid
Copy link	Pending checkout link, or the customer manage link after enrollment
Cancel agreement	Stops a pending checkout, or stops future charges on an enrolled agreement

The checkout link expires after the invitation window and can be used once. An expired link cannot be resent. Create a new agreement if the customer still needs to enroll. After checkout:

A charge appears under Charges when the first charge is today. If the first charge is later, or this is a free trial, the card is saved and nothing is charged yet.
Status moves to Active.
The Customer manage link appears. It does not expire. Customers use it to see history, update their card, and cancel if you allowed it.

If the customer cancels, or you cancel from HQ, the agreement shows Cancelled plus who cancelled: Customer, the merchant name, or Automatically.

Statuses

Status	Meaning
Pending	Waiting for checkout
Active	Schedule is running
Past due	A scheduled charge failed. The schedule is still on file
Grace period	Converge is in its retry window after a failed charge
Suspended	You paused the agreement. Future charges are stopped
Completed	The end date was reached
Cancelled	You or the customer cancelled. Past charges stay captured
Failed	Enrollment did not finish. The customer may need a new agreement

Charge now

Charge now appears only on Past due or Grace period agreements that already have a Converge schedule. It collects one missed payment today. It does not wait for the next scheduled date. It is not available on Active.

Open the agreement

Open a Past due or Grace period agreement.

Charge now

Click Charge now. Confirm the amount and the card last four.

Skip the next scheduled charge

The switch Skip the next scheduled charge on is on by default when that date is today or tomorrow. Leave it on if you do not want Converge to charge again on that date. Turn it off if you still want the regular cycle to run.

If the card approves, Taliup shows The missed payment was collected. Status returns to Active when the next Converge date is in the future. It can stay Past due if that next date is still today or in the past. If the card declines, the agreement stays past due. The customer and merchant get decline emails. Try again after the customer updates the card, or on the next scheduled attempt. The Charge now receipt tells the customer this is a missed payment collected today. Regular cycle receipts name the billing period instead.

When a charge declines

A red banner on the agreement reads The latest charge was declined. It can include the processor response. Taliup emails you and the customer. The customer can open the manage link and click Update payment method. Updating the card does not collect the missed payment by itself.

Past due Jane Doe agreement with a declined expired-card banner, a blue The customer updated the card on file banner, Charge now, and Mastercard ending in 2124 — A past-due agreement after the customer updated the card. Charge now is available.

After the customer updates the card, a blue banner shows The customer updated the card on file and the update date. If the agreement is still past due, it reminds you to use Charge now. The banner stays until either:

Status is Active again, or
A successful charge is collected at or after the card update (Charge now or the next scheduled sale)

Pause, resume, and cancel

Action	What it does
Pause	Available on Active, Past due, and Grace period. Converge stops future charges until you resume.
Resume	Available on Suspended. Scheduled charges start again.
Cancel agreement	Stops future charges. Past charges stay captured. A pending cancel only disables the checkout link.

Customers can cancel from the manage page only when Allow this customer to cancel is on for that agreement. They confirm in a sheet, then the page shows who cancelled. You cannot change the amount, frequency, or dates after enrollment. That needs a new customer authorization. Create a new agreement if the plan must change.

Settings

From the Recurring Payments list, click Settings.

Setting	Description
Allow customers to cancel	Default for new agreements. You can still override it on each create form. Off by default.
Checkout link expiry (days)	How long the first-payment link stays valid (1–90, default 7). Expired links cannot be resent.
Default billing frequency	Prefills New agreement.
Card expiry warning (days)	How far ahead Needs attention flags an expiring card (default 60).

Click Save Recurring Payment Settings.

What customers see

Customers do not log in to Taliup HQ.

Checkout link — one-time page to pay today, or to save a card when the first charge is later or a trial is on. The page follows the entity language. Customers can switch to English, French, or Mexican Spanish. They must check I authorize to charge my card…
Customer manage link — does not expire. Customers can view the schedule, charge history, and Update payment method. Cancel recurring payment appears only if you allowed it. They confirm in a sheet, then can go back. The page uses the same language dropdown.

Share either link from the agreement page. The manage link is also in customer emails after enrollment.

Emails

Email	When it sends
Checkout invitation	When you create an agreement, and when you click Resend email. It says whether they pay today or only authorize a card.
Receipt	After a successful cycle or Charge now
Payment declined	After the latest charge fails — sent to you and the customer

Ask the customer to check junk if an invitation is missing. Confirm the client email on the agreement before you resend.

Troubleshooting

Ask your ISO to enable Recurring Payments on the entity plan. It requires Hosted Payment Solution and Clients.

You cannot create an agreement

Add an active Elavon Converge gateway to at least one location.

Customer did not get the checkout email

Confirm the client email on the agreement.
Ask them to check junk.
Use Resend email if the link is still valid, or Copy link and send it yourself.
If the link expired, create a new agreement.

Checkout expired or is no longer available

The first-payment link is single-use and expires after the invitation window. Create a new agreement for a fresh link.

Latest charge was declined

Send the customer the manage link so they can update the card. Then use Charge now if you need the missed payment today. The next scheduled attempt still runs unless you skip it from Charge now.

Charge now is missing

The agreement must be Past due or Grace period, and checkout must have already enrolled the Converge schedule. Pending and Active agreements do not show Charge now.

Card was updated but the agreement is still past due

Updating the card does not collect the missed payment. Use Charge now, or wait for the next scheduled charge.

Enrollment failed

Failed agreements sit under Closed. The customer may need a new agreement and a new checkout link.

Customer wants a different amount or frequency

You cannot change the schedule after enrollment. Cancel the current agreement if needed, then create a new one.

Customer wants to stop billing

Use Cancel agreement, or ask them to tap Cancel recurring payment on the manage page if you allowed it. Pause if you only need to stop charges temporarily.

Getting Started

Features

Recurring Payments

Prerequisites

How it works

Agreements list