Overview
Scheduled Payments allow you and your firm to maximize cash flow by setting up future payments to recur automatically. This guarantees that your invoices get paid on time! Below is a screenshot of the Scheduled Payments page for staff members with Scheduled Payments permission.
Creating Scheduled Payments
To create a Scheduled Payments:
Select the Quick Action icon.
Click Scheduled Payment.
Add Schedule Details.
Note: All Schedule Payment fields are required.Select Contact.
Select the bank account funds will be Deposit Into.
Add the Amount.
Add Frequency.
Add the date that the First Charge occurs.
Add the Duration.
Add Payment method for this schedule.
Add Credit Card or eCheck information.
Click Create Schedule.
Schedule created Successfully screen appears.
Editing Scheduled Payments
Note: The contact and deposit account cannot be changed once a schedule has been created.
To Edit a Scheduled Payment:
Navigate to the Payments tab.
Then select the Scheduled Payments sub-tab.
Find the scheduled payment you want to edit in the table and click View.
Click Edit on the Scheduled Payments Tab.
Edit the Scheduled Payment information.
Click Save Changes.
