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How do I schedule a payment?
How do I schedule a payment?

Explains how to schedule a payment for the future.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

You are able to schedule a future payment for an order and if you have "Future Payments" enabled in the Invoice Builder, it will be displayed on your invoice template. You will be able to see all of your schedule payments under the Reports menu in "Scheduled Payments". 

When you schedule a payment it will automatically flip your Quote into an Open order, generating the invoice. 

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