Payment schedules

Set up recurring or installment billing plans that charge a customer's card with their consent.

Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.

A payment schedule is a billing plan for one customer. It charges the customer's saved card on a schedule you define. A plan can repeat on an interval — every N weeks, months, or a custom number of days — or split a total into installments.

You need a complete Stripe account before you can create a payment schedule. BZAR charges customer cards through Stripe on your behalf. Finish onboarding in Settings — see getting paid.

How to create and send a plan

Open the customer's detail page and go to Payment schedules.
Click New and build the plan: title, amounts, dates, and interval.
Save. The plan starts as a draft. Drafts never charge anything.
Click Send. The customer gets a secure link.
The customer reviews the plan, enters a card, and accepts. This records their consent. The plan becomes active and charges run on schedule.

Statuses

Status	Meaning
Draft	Not sent. You can edit freely.
Awaiting customer	Sent. Waiting for the customer to accept.
Active	The customer consented. Charges run on schedule.
Paused	You paused the plan. No charges run.
Awaiting re-consent	An edit raised the customer's cost. Charges wait for fresh consent.
Past due	A charge failed and retries ran out. Charging stopped.
Completed	The final payment succeeded.
Cancelled	The plan ended. This is permanent.

You can edit a plan while it is a draft, active, or paused. Only future, uncharged items are editable.

A change that raises the customer's cost — a price increase, an added charge, or a date moved earlier — is adverse. The plan pauses, the old link stops working, and the customer gets an email with a new secure link. No further charge runs until they re-consent.
A change that does not raise their cost applies silently.
You cannot edit the interval itself. To change the cadence, pause or cancel the plan and create a new one.

Pause, resume, and cancel

Pause an active plan. You can add a reason, and it is saved in the audit log.
Resume a paused or past-due plan to make it active again. Resumed past-due items are retried.
Cancel from almost any state. Cancelling is permanent and stops all future charges.

Failed charges

A failed charge retries automatically. When retries run out, the plan goes past due and charging stops. The customer gets an email with a secure link to update their card. When they add a new card, the plan becomes active again and the failed items are retried. You can also resume the plan yourself.

Good to know

Every plan keeps an audit log: created, sent, accepted, edits, re-consent, pause, resume, cancel, payments, failed charges, link rotations, and card updates.
The plan appears in the customer's client portal with their other project items.