Scheduled Payments - Overview

Scheduled Payments lets your clients set up payments in advance for specific invoices, giving them peace of mind and control. With this feature, invoices are automatically paid on the date they choose, no extra steps required.

Key Benefits of Scheduled Payments

1. Cashflow Management - Your clients can schedule payments to align with their financial schedule. Whether it’s syncing with paydays or managing monthly budgets, this feature helps them stay in control of their cash flow.
   
   
2. Effortless Automation - It’s as simple as selecting the invoice, choosing a payment date, and letting the system do the rest. No more missed payments—everything is handled automatically.
   
   
3. Flexibility and Control - Clients have the freedom to decide when payments are processed. Whether they want to pay on the due date, or even earlier, this feature adapts to their unique needs.

Frequently Asked Questions

Question	Answer
How do my clients schedule a payment?	Click here to learn more!
Can I schedule a payment for my client via the admin portal?	Currently, scheduled payments are only available in the client portal.
Can my client cancel a scheduled payment?	Yes, click here to learn more.
Can I schedule payments for multiple invoices at once	Scheduling payments must be done on a per-invoice basis.
Are email reminders sent for scheduled payments?	Yes, scheduled payment reminders follow the same logic and templates as AutoPay reminders.
What happens if I try to schedule a payment for today's date?	If you select today's date, the payment will process immediately as an ad-hoc payment rather than a scheduled one.
Can I schedule a payment for a past due invoice?	Yes, payments can be scheduled up to 90 days past the due date.
Can I schedule a payment for over a year from now?	Payments can only be scheduled for up to 12 months in the future.
What happens if my payment method is not saved?	For scheduled payments, the payment method must be saved in the client's account. If your client attempts to schedule a payment, with a one-time payment method, they will receive an alert to save the method first.
What happens if my payment method is deleted after I schedule a payment?	If your client attempts to delete a payment method tied to a scheduled payment, they will be notified, and the associated invoices will be displayed. You must cancel the scheduled payment before deleting the payment method.
Will my clients receive a confirmation for their scheduled payment?	Yes, when a payment is scheduled, the invoice(s) status will update to "Payment Scheduled", and they will receive a confirmation email.
Does scheduling a payment affect AutoPay?	Yes, scheduling a payment will disable AutoPay for that invoice. AutoPay will not automatically re-enable if you cancel the scheduled payment.
What happens if the invoice amount changes after my client schedules a payment?	The scheduled payment will automatically adjust to match the new total.
What happens if an invoice is voided?	If an invoice is voided, the scheduled payment will be automatically cancelled.
Are email reminders sent for scheduled payments?	Yes, scheduled payment reminders follow the same logic and templates as AutoPay reminders.
What happens if the scheduled payment fails?	FlexPoint will attempt to process the payment method. Should the payment method fail, it will be locked.