Creating a Scheduled Payment within a job allows you to plan 'when' and 'how' you anticipate being paid for that job. It can also help indicate to the client (on their invoice pdf) when their payment is expected/due. Note - this is not a required process but it can be helpful anytime that you want to plan when a payment is due/expected.
In the Payments section of a job, you can click the 'Schedule Payment' button to plan a payment. You can enter the expected payment date, amount, anticipated payment method, and a payment note for any special payment instructions.
The schedule payment can then display on the client's job/invoice pdf.
The Scheduled Payments report allows you to view all payments that have been scheduled to occur within a specified or unspecified date range. It gives you of sense of what money is expected to come in, and when. It can be helpful for forecasting inbound cashflow and help with payment collection.
The Scheduled Payments report can be used for multiple purposes including, but not limited to:
View all payments that are scheduled (expected) to be paid in the future (defined date range).
View all scheduled payments that have not yet been collected (in the past).
Easily view scheduled payments that have been put on account (filter on account)
Easily jump into the order to accept a scheduled payment
Note 1: Scheduled payments will be removed from the report once payment has been accepted.
Note 2: The scheduled payment feature will NOT auto-process card payments using any of the integrated payment processors. Card payment must be entered/processed manually using the standard 'Accept Payment' option.