How do I set up recurring credit card, bank account, or auto-draft payments?

This article describes how to set up the following (non-auto-draft) recurring payment types that Vantaca Pay offers:

• Credit Card
• Bank Account (eCheck, ACH)
• Auto-Draft

Recurring Credit Card and Bank Account Payments

To set up a recurring credit card or bank account (also known as eCheck or ACH) payment:

1. Navigate to your portal > Payments.
2. Click Vantaca Pay
   Note: Your association may have renamed this button.
   
   
   
   
3. If you have multiple accounts, you can select the one that you want to set up recurring payments on using the Select an account (1) menu.
   
   
   
   
4. Click Recurring Payment and one of the following options:
   
   • Credit Card:
   • Bank Account: For more information, see the "How can I pay with my bank account?" article.
   • Auto-Draft. See the following section. 
     Processing Fees and Payment Disclosures display above the Balance Due and may be different depending on the chosen option.
5. (Optional) Click the caret beside Upcoming Charges to see an itemized list of each upcoming charge.
   Note: Upcoming charges are any charges with a due date that is within the next 25 days.
   
   
6. Select Pay Full Balance or Pay Other Amount. For more information about these options, see the "How do I pay my full balance?" article.
   
   
   
   
7. Enter the amount you want to pay.
8. Select the Payment frequency that you want to pay the amount.
9. (Optional) Enter notes as needed. 
10. Select the credit card or bank account that you want to use to pay the amount each time.
    OR
    If you have no saved items, click add a credit card or add an account, enter the information in the New Payment Screen, and click Continue.
    Note: When selecting a bank, you'll be taken through Stripe's SSO process to link your bank account. You can also enter your bank details manually by clicking the link providing your routing and account number. Enable Save for future payments to save the card or account
11. Select the Payment Date, the day/date you select will be the day all subsequent recurring payments occur after the first payment.
12. Click Continue.
13. Check the Review Recurring Payment screen and click Confirm & Enroll.
    
    

Recurring Auto-Draft Payments

To set up a recurring Auto-Draft payment:

You can click Enroll beside any account on the dashboard or Account Overview page or click Vantaca Pay to navigate to the Make a Payment page and continue the following procedure.

Note: Your association may have renamed this button.

1. Follow the previous procedure and select Auto-Draft in step 7.
2. Read the information about the processing fee, amount, and frequency.
3. Select or add an account as in step 14 of the previous procedure.
4. Select the accounts that you would like to enroll in auto-draft. You can select each one individually and click Enroll, or select multiple accounts and click Enroll Selected.
   Note: If the account is not eligible for auto-draft it is indicated in red.
5. A confirmation screen displays and if all information is correct, click Confirm & Enroll.

Unenroll From Auto-Draft Payments

To unenroll from auto-draft payments, simply click Unenroll beside the account.

For more information about managing your recurring payments, see the following articles:

• Where can I view or edit my recurring or future one-time payments?
• Can I change the payment method on an active recurring or future one-time payment?

Watch the following video for a walk-through of recurring payments:
Note: Some things may have changed since the video was provided.