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HomePaymentsRecurring billing

Recurring billing for subscriptions and repeat customers.

Bill customers on a schedule or send invoices, set up around California's automatic renewal rules. Tell us how you bill today and we'll look at what could help.

Start a payments requestWhat recurring billing covers

Or call (619) 382-3810, Monday to Friday, 8:30am to 5pm Pacific.

What recurring billing covers

  • Billing on a scheduleCharge customers automatically for subscriptions, memberships or service plans.
  • InvoicingSend invoices customers can pay by card.
  • Stored-card tokensKeep a stand-in value instead of the card number for repeat charges.

FAQ

Recurring billing, explained plainly

What does California require before an automatic renewal?

Present the renewal terms clearly and conspicuously, close to where the customer consents, and get the customer’s affirmative consent before charging their card or account.

What must the confirmation include?

An acknowledgment the customer can keep, with the renewal terms, the cancellation policy and how to cancel.

How must customers be able to cancel?

Through a toll-free number, email address, postal address or another easy method. If a customer signed up online, they must be able to cancel online, through a direct link or button or a ready-made cancellation email.

How long must I keep proof of consent?

At least three years, or one year after the contract ends, whichever is longer.

How can card details be stored for repeat charges?

Tokenization replaces the card number with a stand-in value that can be used for recurring billing and is useless to a criminal if stolen.

Sources: California Business and Professions Code section 17602 · PCI SSC, Glossary of Payment and Information Security Terms.

How it works

  1. 1

    Tell us what you need

    A few quick questions. It takes about two minutes.

  2. 2

    We review it

    Someone licensed reads every request.

  3. 3

    We reach out

    We talk it through with you. There is no obligation.

Tell us how you take payments.

A licensed agent reviews your request and gets back to you. Prefer to talk? Call (619) 382-3810, Monday to Friday, 8:30am to 5pm Pacific.

We won't promise you will pay less, and no one can promise fraud or chargebacks will stop. Any change is reviewed with you first.

If you request a quote, a licensed insurance agent may contact you. We use this only to respond to your request. Please give us an email or a phone number.

You may also need

  • This is a plain-language summary, not legal advice.
  • We won't promise you will pay less, and no one can promise fraud or chargebacks will stop. Any change is reviewed with you first.
  • If you request a quote, a licensed insurance agent may contact you.