--- title: Recurring Payment Service Setup description: This articles goes through the initial setup page of RPS --- [Skip to content](https://kb.clouddepot.com/knowledge/recurring-payment-service-setup#main-content) English Show submenu for translations ![CoudDepot\_LOGO\_RGB.png\]](https://kb.clouddepot.com/hs-fs/hubfs/CoudDepot_LOGO_RGB.png?height=40&name=CoudDepot_LOGO_RGB.png) - [Read Our Blog](https://blog.clouddepot.com/) Open main navigation Close main navigation - [Read Our Blog](https://blog.clouddepot.com/) - English Show submenu for translations - [Go to clouddepot.com](https://www.clouddepot.com/) [Go to clouddepot.com](https://www.clouddepot.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en) 2. [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en) 3. [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) # Recurring Payment Service Setup ## This articles goes through the initial setup page of RPS ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-53-35-79-AM.png?width=449&name=image-Jul-24-2020-01-53-35-79-AM.png) It is recommend that you setup each item for RPS in the following order, some items have been prepopulated with default options, feel free to make any changes you wish to these prepopulated items. **Preliminary Setup Tasks** We recommend gathering the following information before setup to help speed up the setup process: 1. *Settlement bank account* (not required, but recommended) Setup a new bank account within Xero that you will reconcile all your payments to. This will make [bulk reconciliation of payments](https://kb.clouddepot.com/en/knowledge/how-to-reconcile-integrapay-bulk-payments?hsLang=en) much quicker. [If you are using Stripe, please see this other guide as well.](https://kb.clouddepot.com/knowledge/how-to-reconcile-stripe-transactions-with-xero?hsLang=en) 2. *Choose a subdomain, ie. https://pay.\.com* Our RPS platform allows you to setup your [customer payment portal](https://kb.clouddepot.com/knowledge/your-customer-portal?hsLang=en) under a URL of your choosing. The most popular options are *pay, payonline, secure* or *invoices*. Once you have this chosen, there's a few steps to verify ownership, which support can walk you through. 3. *Direct debit/ACH company details* (not required for credit card payments) As part of the [Integrapay compliance](https://kb.clouddepot.com/knowledge/customer-portal-compliance?hsLang=en), you will need the following: 1. Your registered company name 2. Your company number - ABN, NZBN or other number 3. Terms of use URL (we recommend a link to a private page on your website) 4. Privacy policy URL 5. Payment refund policy URL 6. Support email address and contact phone number 4. *From email* Choose an email address that all your RPS emails will be from, that are sent to your customers. Most common is accounts@\. 5. *Outbound SMTP email settings* The RPS platform is able to send emails [through your email provider](https://kb.clouddepot.com/knowledge/setting-up-your-outbound-email?hsLang=en) (Office365/Gmail) - this requires it's own email account, with server details (address and port) and username/password 6. *Your company logo* Required to be [120x120 pixels](https://kb.clouddepot.com/knowledge/set-or-change-my-company-logo?hsLang=en), and an image. **Recommended Setup Order** Items listed as required below have will require you to configure them before you start using RPS, some items are prepopulated with default settings that can be configured after setup. | 1. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-43-16-00-AM.png?width=26&name=image-Jul-24-2020-01-43-16-00-AM.png)[Accounting Sync](https://kb.clouddepot.com/knowledge/rps-accounting-sync?hsLang=en) | Setup during wizard | | --- | --- | | 2. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-44-38-89-AM.png?width=32&name=image-Jul-24-2020-01-44-38-89-AM.png)[Payment Gateways](https://kb.clouddepot.com/knowledge/payment-gateways?hsLang=en) | **Required** | | 3. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-45-27-48-AM.png?width=31&name=image-Jul-24-2020-01-45-27-48-AM.png)[Link Bank Accounts](https://kb.clouddepot.com/knowledge/linking-your-bank-accounts-to-rps?hsLang=en) | **Required** | | 4. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-46-27-68-AM.png?width=32&name=image-Jul-24-2020-01-46-27-68-AM.png) [Payment Rules](https://kb.clouddepot.com/knowledge/payment-rules-setup?hsLang=en) | Prepopulated | | 5. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-47-01-64-AM.png?width=32&name=image-Jul-24-2020-01-47-01-64-AM.png)[Customer Portal](https://kb.clouddepot.com/knowledge/your-customer-portal?hsLang=en) | Prepopulated | | 6. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-47-41-49-AM.png?width=36&name=image-Jul-24-2020-01-47-41-49-AM.png)[Portal Compliance](https://kb.clouddepot.com/knowledge/customer-portal-compliance?hsLang=en) | **Required** | | 7.![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-48-21-19-AM.png?width=39&name=image-Jul-24-2020-01-48-21-19-AM.png)[Accepted Cards](https://kb.clouddepot.com/knowledge/what-credit-cards-can-i-accept?hsLang=en) | **Required** | | 8. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-49-08-22-AM.png?width=33&name=image-Jul-24-2020-01-49-08-22-AM.png)[Card Surcharges (Optional)](https://kb.clouddepot.com/knowledge/setting-up-card-surcharges?hsLang=en) | Prepopulated | | 9. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-50-13-30-AM.png?width=39&name=image-Jul-24-2020-01-50-13-30-AM.png)[Email Notifications](https://kb.clouddepot.com/knowledge/configuring-email-notifications?hsLang=en) | Prepopulated | | 10 ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-56-39-42-AM.png?width=36&name=image-Jul-24-2020-01-56-39-42-AM.png)[Outbound Email Settings](https://kb.clouddepot.com/knowledge/setting-up-your-outbound-email?hsLang=en) | Optional | | 11 ![](https://kb.clouddepot.com/hs-fs/hubfs/image-Jul-24-2020-01-57-15-36-AM.png?width=42&name=image-Jul-24-2020-01-57-15-36-AM.png)[Company Logo](https://kb.clouddepot.com/knowledge/set-or-change-my-company-logo?hsLang=en) | Recommended |   **Walkthroughs** Setting up Credit Card Surcharges - a step by step guide. [Credit Card Surcharging - Setup Walk Through](https://kb.clouddepot.com/knowledge/walkthrough-adding-surcharges-to-credit-cards-in-cloud-depot-rps?hsLang=en) A customer scenario for billing monthly services using payment rules to determine what is allowed to be billed. [Payment Rule - Walk Through](https://kb.clouddepot.com/knowledge/payment-rules-setup?hsLang=en)       - [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started) - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) - [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices) - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay) - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges) - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting) - [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en) - [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content) - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero) - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask) - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) - [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en) - [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en) - [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en) - [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content) - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status) - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support) - [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en) - [Read Our Blog](https://blog.clouddepot.com/) # Cloud Depot Cloud Depot Help Center Copyright © 2026, Cloud Depot