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Creating Recurring Payments

Learn how to configure recurring invoicing with installment payments in Achieve.

May 09, 2026â—Ź

Did you know we can automate the entire invoice process? Ask your CSM for more details!

1

Within a student's Achieve profile, click on Create Charge.

Within a student's Achieve profile, click on **Create Charge.**
2

Within the Type drop-down, click Recurring.

Within the **Type** drop-down, click **Recurring.**
3

Add in the amount for each invoice under Installment Amount.

Add in the amount for each invoice under **Installment Amount.**
4

Add when you want the installments to begin & end under Due Date and End Date respectively.

Add when you want the installments to begin & end under **Due Date** and **End Date** respectively.
5

Select the installment frequency under How often should the charge recur?

Select the installment frequency under **How often should the charge recur?**

If you're looking for a frequency that's not listed in the drop-down menu (i.e. quarterly), you'll want to add multiple one time payments.

6

If you have integrated Stripe already, you'll see the Send to Stripe for payment box. It will be checked by default. If the recipient is paying via credit card or ACH, leave that box checked.

If you have integrated Stripe already, you'll see the **Send to Stripe for payment** box. It will be checked by default. If the recipient is paying via credit card or ACH, leave that box checked.
7

If someone is paying via Zelle, check, or similar uncheck the box and put the payment instructions under the Description field.

If someone is paying via Zelle, check, or similar uncheck the box and put the payment instructions under the **Description** field.
8

When all the applicable information is added, press Create.

When all the applicable information is added, press **Create.**
9

You can view any invoices under the Invoices section of the student's profile.

You can view any invoices under the **Invoices** section of the student's profile.
10

When the invoice is sent out, it will look something like below. You will be copied on the original invoice email and all invoice reminders.

When the invoice is sent out, it will look something like below. You will be copied on the original invoice email and all invoice reminders.

Invoice reminders go out 7, 5, 3, 2, 1, and 0 days before the due date. Additional reminders also go out 1, 2, 3, and 7 days after the due date. Reminders will stop once the invoice is paid.

11

Done 🚀