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Overview
Automate recurring payments and maximize cash flow with Scheduled Payments!
Creating Scheduled Payments
To create a new payment schedule:
Select the Quick Action icon.
Click Schedule Payment.
Add Schedule Details.
Note: All Schedule Payment fields are required.Select Contact.
Select the bank account where the funds will be deposited.
Add the Amount.
Add Frequency.
Add the date that the First Charge occurs.
Add the Duration.
Add a Payment method for this schedule.
Add Credit Card or eCheck information.
Click Create Schedule.
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.
Edit the Scheduled Payment information.
Click Save Changes.
