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Schedule Payment on an Issued Invoice
Schedule Payment on an Issued Invoice
Axsona Stadnyck avatar
Written by Axsona Stadnyck
Updated over a week ago

To schedule a future payment on an invoice:

  1. Navigate to the invoice

  2. From the bottom of the invoice, click the white button labeled 'Other'

  3. Select 'Schedule Payment' and choose a date

  4. Click the new 'Schedule Payment' 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. You cannot schedule partial payment.
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If you need to reschedule or cancel payment on a scheduled invoice:

  1. Navigate to the invoice

  2. Under 'Payment History' click 'Unschedule'

  3. If needed, reschedule by following the steps above

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