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How to Set Up Recurring Payments for Your Business in 5 Minutes

How to Set Up Recurring Payments for Your Business in 5 Minutes

If you run a service-based business whether it’s IT support, consulting, or marketing you already know how painful it can be to chase monthly invoices. You do the work, send the bill, and then wait. Sometimes for days, sometimes for weeks.

That’s where recurring payments come in. They help you get paid automatically, on time, without the manual work or awkward follow-ups. And with Zomentum Payments, you can set them up in less than five minutes.

Let’s walk through how to do it and why it’s one of the smartest financial moves your business can make.

Why Recurring Payments Matter

Recurring payments are essential for businesses that rely on repeat clients or subscription-style billing. Instead of sending invoices every cycle, you set up a schedule once and payments happen automatically.

Here’s what that means for you:

  • No more payment delays, clients are charged automatically on the agreed date.
  • Predictable cash flow you always know when money is coming in.
  • Fewer manual tasks save time spent chasing payments or updating records.

With Zomentum Payments, it’s all handled inside the same platform you already use for quotes, proposals, and contracts with no need for extra tools or complicated integrations.

Step 1: Enable Zomentum Payments

If you’re already using Zomentum Grow, you’re just a few clicks away from automating your cash flow.

  1. Head to your Zomentum Grow dashboard.
  2. Navigate to the Payments section.
  3. Click “Enable Payments” and complete a quick onboarding process.

There are no setup fees or monthly costs you only pay per transaction (2.9% + $0.30 for cards or 0.8% + $0.30 for ACH, capped at $5).

Pro tip: You can even pass on transaction fees to your clients, making Zomentum Payments virtually free for your business.

Step 2: Configure Your Recurring Schedule

Once Payments is enabled, you can set up auto-collect rules at two levels:

  • Account level perfect for applying a single recurring schedule across all clients.
  • Client level tailor different billing cycles for each customer.

Choose how often you want to collect payments—monthly, quarterly, or annually and let the system handle the rest.

Every time a billing cycle renews, your client is automatically charged through their saved payment method.

Step 3: Choose Payment Methods

Flexibility helps clients pay faster. Zomentum Payments supports:

  • ACH / BACS for bank transfers
  • Visa, MasterCard, Amex for credit/debit cards

Unlike other processors, Zomentum charges the same 2.9% rate for all card types, even Amex with no extra interchange or hidden fees.

You can also set up tokenized cards and mandates, securely storing payment details for future billing. Everything is encrypted and compliant with SOC2, PCI DSS.

Step 4: Let Automation Handle the Reconciliation

One of the biggest pain points in recurring billing is reconciliation matching payments with invoices.

Zomentum solves that too. It syncs automatically with QuickBooks and Xero, reconciling payments and issuing payouts every two business days.
No more spreadsheets. No manual tracking. Just clean, up-to-date financials.

Step 5: Track and Grow Your Recurring Revenue

Once your recurring payments are active, you can monitor all transactions directly inside Zomentum.
You’ll see:

  • When clients are billed
  • Which payments are completed or pending
  • Monthly recurring revenue trends

And if you’re on a Zomentum Grow Expand or Growth plan, you even get free direct debit volume worth $40K or $100K, which means zero ACH fees within those limits.

The more you automate, the easier it becomes to scale predictable revenue without extra admin work.

Why Businesses Love Zomentum Payments

Zomentum Payments isn’t just another gateway, it's a full quote-to-cash system built to help service businesses, MSPs, and SaaS companies get paid faster and smarter.

Here’s what sets it apart:

  • No monthly fees or hidden costs are completely pay-as-you-go.
  • Integrated with Zomentum Grow collects payments right from your quotes.
  • Supports ACH, Visa, MasterCard, Amex at flat, transparent rates.
  • Auto-collect schedules recurring billing that just works.
  • Automatic sync with QuickBooks/Xero keeps your books accurate, always.
  • Top-tier security PCI DSS & SOC2 compliance built-in.

And best of all? It’s virtually free when you pass fees to your clients.

Final Thoughts

Setting up recurring payments shouldn’t take hours or another platform. With Zomentum Payments, you can automate your entire payment cycle in just five minutes and start getting paid faster from the same place you manage your sales.

Your team saves time. Your clients enjoy convenience. Your cash flow becomes predictable.

That’s the power of automation and it starts right inside. 

Activate Zomentum Payments today and turn your quotes into recurring revenue instantly.

‍

SEO for MSPs PPC for MSPs
Definition Optimizing your website to rank organically in search engine results pages (SERPs) without paying for clicks. Paying for advertisements that appear at the top of SERPs, and you're charged each time someone clicks on your ad.
Cost Generally, lower cost as it's based on time and effort to optimize your website. Can be expensive, as you pay for every click on your ads, and costs can add up quickly.
Time to Results Takes time to see significant results, often several months to gain visibility in organic listings. Provides immediate results; your ads can start generating traffic and leads as soon as your campaign is live.
Sustainability Sustainable over the long term if you consistently maintain your SEO efforts. Reliant on a continuous budget; traffic stops when you stop paying for ads.
Click Quality Usually, it has higher click quality as users find organic results more trustworthy and relevant. Click quality can vary, and not all clicks may lead to conversions, potentially leading to a wasted budget.
Competition Competing with other websites for organic rankings, but the playing field can be more level. Competing with other businesses for ad placements can be fierce, and costs can rise in competitive markets.
Targeting Options Limited control over specific keywords that drive traffic; relies on keyword optimization. Precise control over keywords, demographics, and location targeting, allowing for more precise audience reach.
Performance Tracking Tracking and measuring results can be challenging, but tools like Google Analytics can help. Easily track and measure performance with detailed metrics and conversion tracking tools.
Long-term Strategy Builds a strong online presence and brand authority over time. Effective for short-term goals and promotions but doesn't contribute to long-term organic growth.
Click Costs No direct click costs; traffic is "free" once you've optimized your site. Direct click costs are associated with each visitor who clicks on your ad.
Advertisements vs. Organic Results Focuses on achieving high rankings in organic search results. Focuses on paid ads displayed above organic results.
Keyword Research Important for optimizing content and targeting relevant keywords. Crucial for selecting the right keywords and managing bidding strategies for ad campaigns.
How to Set Up Recurring Payments for Your Business in 5 Minutes
How to Set Up Recurring Payments for Your Business in 5 Minutes

How to Set Up Recurring Payments for Your Business in 5 Minutes

Small business owner setting up recurring payments on a laptop in under five minutes, with phone confirmation and card reader on desk

If you run a service-based business whether it’s IT support, consulting, or marketing you already know how painful it can be to chase monthly invoices. You do the work, send the bill, and then wait. Sometimes for days, sometimes for weeks.

That’s where recurring payments come in. They help you get paid automatically, on time, without the manual work or awkward follow-ups. And with Zomentum Payments, you can set them up in less than five minutes.

Let’s walk through how to do it and why it’s one of the smartest financial moves your business can make.

Why Recurring Payments Matter

Recurring payments are essential for businesses that rely on repeat clients or subscription-style billing. Instead of sending invoices every cycle, you set up a schedule once and payments happen automatically.

Here’s what that means for you:

  • No more payment delays, clients are charged automatically on the agreed date.
  • Predictable cash flow you always know when money is coming in.
  • Fewer manual tasks save time spent chasing payments or updating records.

With Zomentum Payments, it’s all handled inside the same platform you already use for quotes, proposals, and contracts with no need for extra tools or complicated integrations.

Step 1: Enable Zomentum Payments

If you’re already using Zomentum Grow, you’re just a few clicks away from automating your cash flow.

  1. Head to your Zomentum Grow dashboard.
  2. Navigate to the Payments section.
  3. Click “Enable Payments” and complete a quick onboarding process.

There are no setup fees or monthly costs you only pay per transaction (2.9% + $0.30 for cards or 0.8% + $0.30 for ACH, capped at $5).

Pro tip: You can even pass on transaction fees to your clients, making Zomentum Payments virtually free for your business.

Step 2: Configure Your Recurring Schedule

Once Payments is enabled, you can set up auto-collect rules at two levels:

  • Account level perfect for applying a single recurring schedule across all clients.
  • Client level tailor different billing cycles for each customer.

Choose how often you want to collect payments—monthly, quarterly, or annually and let the system handle the rest.

Every time a billing cycle renews, your client is automatically charged through their saved payment method.

Step 3: Choose Payment Methods

Flexibility helps clients pay faster. Zomentum Payments supports:

  • ACH / BACS for bank transfers
  • Visa, MasterCard, Amex for credit/debit cards

Unlike other processors, Zomentum charges the same 2.9% rate for all card types, even Amex with no extra interchange or hidden fees.

You can also set up tokenized cards and mandates, securely storing payment details for future billing. Everything is encrypted and compliant with SOC2, PCI DSS.

Step 4: Let Automation Handle the Reconciliation

One of the biggest pain points in recurring billing is reconciliation matching payments with invoices.

Zomentum solves that too. It syncs automatically with QuickBooks and Xero, reconciling payments and issuing payouts every two business days.
No more spreadsheets. No manual tracking. Just clean, up-to-date financials.

Step 5: Track and Grow Your Recurring Revenue

Once your recurring payments are active, you can monitor all transactions directly inside Zomentum.
You’ll see:

  • When clients are billed
  • Which payments are completed or pending
  • Monthly recurring revenue trends

And if you’re on a Zomentum Grow Expand or Growth plan, you even get free direct debit volume worth $40K or $100K, which means zero ACH fees within those limits.

The more you automate, the easier it becomes to scale predictable revenue without extra admin work.

Why Businesses Love Zomentum Payments

Zomentum Payments isn’t just another gateway, it's a full quote-to-cash system built to help service businesses, MSPs, and SaaS companies get paid faster and smarter.

Here’s what sets it apart:

  • No monthly fees or hidden costs are completely pay-as-you-go.
  • Integrated with Zomentum Grow collects payments right from your quotes.
  • Supports ACH, Visa, MasterCard, Amex at flat, transparent rates.
  • Auto-collect schedules recurring billing that just works.
  • Automatic sync with QuickBooks/Xero keeps your books accurate, always.
  • Top-tier security PCI DSS & SOC2 compliance built-in.

And best of all? It’s virtually free when you pass fees to your clients.

Final Thoughts

Setting up recurring payments shouldn’t take hours or another platform. With Zomentum Payments, you can automate your entire payment cycle in just five minutes and start getting paid faster from the same place you manage your sales.

Your team saves time. Your clients enjoy convenience. Your cash flow becomes predictable.

That’s the power of automation and it starts right inside. 

Activate Zomentum Payments today and turn your quotes into recurring revenue instantly.

‍

How to Set Up Recurring Payments for Your Business in 5 Minutes