Overview
Within a Payer record, you can create individual payment schedules customized for that specific client.
How to Create a Schedule
Navigate to Payers.
Locate an existing Payer or create a new one.
Click Edit (the pen icon) to open the Payer record.
Select the Payment Schedule tab at the top of the screen.
Click the “+” sign to add a new schedule.
Schedule Configuration
Payment Method
Available Payment Methods: This defaults to the primary card. If multiple cards are saved for the Payer, you can select the specific card you wish to use for this schedule.
Available Schedules
Default: Leave this as New Schedule unless you have a pre-created generic payment plan. If generic plans exist, they will appear in the dropdown for selection.
Schedule Details
Schedule Name: Defaults to “Payer’s Company Name | Cardholder Name Schedule,” but you can rename it as needed.
Merchant Account: Select the specific merchant account where the payments should be processed.
Frequency: Set how often the card is charged.
Example: Selecting "Monthly on 9/12" charges the card on the 12th of every month.
Example: Selecting "Weekly on Wednesday" charges the card every Wednesday.
First Payment Date: Choose the date the first charge should occur.
Payment Type
Specify how you want to calculate the payment amounts:
Individual: Enter a specific amount for each payment and the total number of payments. The system will calculate the grand total.
Note: Check In Perpetuity to keep the schedule running indefinitely until manually canceled.
Lump Sum: Enter the total amount you want to charge over a set number of payments. The system will automatically calculate the amount for each individual charge.
Order Details & Status
System Fields: The top four fields are pre-populated to ensure you receive the best processing rate.
Custom Fields: These are optional. Any information added here will be included in each transaction for reporting purposes.
Status: * Active: The schedule is running. To stop a schedule, change this to Inactive and save.
Send Reminder Email: (Recommended) If enabled, the system emails the client two days before the charge to ensure they have sufficient funds.
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Be sure to click Save at the bottom of the page.
Monitoring and Alerts
Once created, you can monitor schedules within the specific Payer record or view all active plans in the Payment Schedules section.
If a payment declines, an Alert will appear in the upper right corner of your screen. While the schedule will continue to attempt future billings as set, any declined payments must be resubmitted manually.