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Schedule Payment on an Issued Invoice

Krystle Thornton avatar
Written by Krystle Thornton
Updated over a week ago

To schedule a future payment on an invoice:

  1. Navigate to the invoice

  2. Click the white button labeled 'Other'

  3. Select 'Schedule Payments' and choose a date

  4. Click the 'Schedule Payments' button to save the date

  5. 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.
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You can only schedule payment for the full amount of the invoice.

This article outlines how you can schedule a partial payment.
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If you need to reschedule or cancel payment on a scheduled invoice:

  1. Navigate to the invoice

  2. Click 'Edit Scheduled Payments' to the right of the scheduled payment

  3. Click the trash can icon and 'Schedule Payments' to cancel the scheduled payment

  4. If needed, reschedule by following the steps above

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