To schedule a future payment on an invoice:
Navigate to the invoice
From the bottom of the invoice, click the white button labeled 'Other'
Select 'Schedule Payment' and choose a date
Click the new 'Schedule Payment' button to save the date
If the patient has a valid payment source, the payment will auto process on the date scheduled
**NOTE: A scheduled payment will override autopay settings. If the patient has a valid payment source, the payment source will be charge on the scheduled payment date.
You can only schedule payment for the full amount of the invoice.
This article outlines how you can schedule a partial payment.
If you need to reschedule or cancel payment on a scheduled invoice:
Navigate to the invoice
Under 'Payment History' click 'Unschedule'
If needed, reschedule by following the steps above
