Payments App: Recurring Transactions

In the Payments App, the Recurring Transactions section allows you to view and manage recurring payment requests and charges for your clients.

Note

Recurring transactions are housed within the Payments App only. These transactions are not automatically attributed to Filevine invoices or projects.

Create Recurring Transactions

To set up a recurring transaction, follow the steps to create an ad hoc payment request. When creating the transaction, you’ll see the option for either One-Time or Recurring.

Select Recurring, and then select the Frequency, Day, and Start and End Dates. Recurring transactions can be set on a weekly, monthly, or yearly frequency. Once you’ve selected your frequency, you can select the day of the week, month, or year when the transaction should be generated.

You can alter the Start Date field to start the recurring schedule later. Enter an End Date to set an end to the recurring transaction. By default, the recurring transaction schedule does not have an end date and will run indefinitely.

For example, the following recurring transaction, created on 1/26/26, will be generated each Friday for the next four weeks:

Manage Recurring Transactions

Once you’ve created a recurring transaction, it will appear in the Recurring Transactions section, where you can edit or archive it.

Use the date range filter along the top to view only recurring transactions that have a start date within the date range.

In the table, you can view the details about each recurring transaction:

• date: the date the recurring transaction was created
• payor: the payor name and ID
• account name: the bank account where each transaction will be deposited
• type: recurring transactions can be either a Request sent to the client or a Charge to their payment method on file
• frequency: can be weekly, monthly, or yearly
• next payment: the date the next transaction will be generated 
• amount: how much the client is charged each instance
• status: whether the recurring transaction is currently enabled, disabled, or archived

Transaction History

Click the caret on the left of a recurring transaction to expand it to view each payment request or charge that has been generated thus far.

Edit Recurring Transactions

Select a recurring transaction in the table to open the Manage Recurring Transaction flyout, where you can edit the frequency, day, amount, and end date.

The remaining details, like the payor, type, or deposit account, cannot be edited once the recurring transaction has been created. To update these details, you must archive the current recurring transaction and create a new one.

Disable or Archive

You can also choose to Enable/Disable or Archive a recurring transaction in the flyout. A recurring transaction is disabled if it is past the selected end date, or if it is manually disabled here. To disable or re-enable a recurring transaction, use the Enabled toggle at the top of the flyout.

To permanently disable a recurring transaction, click Archive at the bottom of the flyout. This action cannot be undone, so use caution when archiving.