Customer Portal - Scheduling Payments

1. Click "Open Invoices"

   Once the schedule pay feature has been configured, customers can then schedule a payment by logging into their customer portal. To start, navigate to "Open Invoices". In order for customers to access this feature, they will need the "Accounts Payable" permission.

   

2. Select the invoice/s to pay

   Select one invoice or multiple invoices to pay by checking the box next to the invoice number.

   

3. Click "Actions"

   Now, click the "Actions" button to view different payment options.

   

4. Choose "Schedule payment for selected invoices" option

   Choose the "Schedule payment for selected invoices" option and a dialog box will appear.

   

5. Click on the calendar icon

   To select the date of your payment, click on the calendar icon.

   

6. Use the dropdown and arrow buttons to search for the month and year

   You may need to use the dropdown and the arrow buttons to search for the month and year.

   

7. Select the date

   Then, click on the exact date you would like your payment to be scheduled.

   

8. Choose a payment method

   Choose a payment method.

   

9. Click the "Make Payment" button

   Then, click the "Make Payment" button and the selected invoices will be scheduled for payment.