How to Schedule A Payment

To schedule a payment on an invoice, follow the steps below:

1. Navigate to the applicable invoice in the client portal
2. Select the desired payment method type

3. If you have multiple payment methods, select the desired one

4. Click to select your preferred payment date

5. Click "Pay" 

Upon completing step 5, the payment status will be adjusted accordingly and displayed/communicated to your client. 

Interested in learning more about scheduled payments? Click here!