After creating a Recurring Billing (click here to see more information), you can send the agreement to your customers so they can review the transaction in detail and add their credit card information. To do so, follow the steps below:
1. Log in to SalesVu.com
2. Click on 'Recurring Billing'
3. Use the top filters to search your billing
4. Click on the Recurring Billing to display more options
5. Click on 'Send Agreement'
6. Click on 'OK'
The customer will receive the following message to their email address. From this section, the customer can review the transaction in detail and add their credit card information after clicking on 'Accept'