To schedule a future payment on an invoice:
Navigate to the invoice
Click the white button labeled 'Other'
Select 'Schedule Payments' and choose a date
Click the 'Schedule Payments' 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 charged on the scheduled payment date.
This article outlines how you can schedule a partial payment.
Patients cannot schedule payments from the patient portal; only practice users can schedule payments on patient invoices.
If you need to reschedule or cancel payment on a scheduled invoice:
Navigate to the invoice
Click 'Edit Scheduled Payments' to the right of the scheduled payment
Click the trash can icon and 'Schedule Payments' to cancel the scheduled payment
If needed, reschedule by following the steps above