How to Set Up Recurring Payments for Your Business in 5 Minutes
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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.
- Head to your Zomentum Grow dashboard.
- Navigate to the Payments section.
- 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.Â
Activate Zomentum Payments today and turn your quotes into recurring revenue instantly.
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