Scheduling Payment on an Issued Invoice

To schedule a future payment on an invoice:
  1. Navigate to the patients profile 
  2. Click on 'Invoices'
  3. Click on the invoice you'd like to schedule a payment for or click '+New Invoice'
  4. Select the arrow on the right of the green 'Add Payment' or 'Charge' button.
  5. From the drop down menu click 'Schedule Payment' and choose a date you'd like the invoice to process payment on
  6. 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 schedule 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. You cannot schedule partial payment.



If you need to reschedule payment on a scheduled invoice:
  1. Navigate to the patient's profile
  2. Click on 'Invoices'
  3. Click on the invoice you'd like to reschedule a payment for
  4. Click 'unschedule' under Payment History
  5. Reschedule by following the steps in the first section above and choosing a new date


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