Scheduled payments help maximize cash flow by automating future transactions. Follow these steps to set up a recurring or one-time future payment.
1. General Information
Destination Account: Select the processing account where funds should be deposited.
Client Details: Enter the client’s email address.
Description: Add a schedule description for internal tracking.
2. Choose Your Recurrence
Select the frequency that fits your billing needs:
Frequency | Setup Requirement |
One Time | Enter a specific amount and a single future date. |
Weekly | Set the interval (e.g., "2" for biweekly). The start date sets the day of the week. |
Twice a Month | Select two specific dates (e.g., the 15th and the Last Day of the Month). |
Monthly | (Default) Select the specific day of the month for the charge. |
Yearly | Select a start date; the charge will repeat on that date annually. |
3. Set the End Criteria
Determine when the payment schedule should stop:
When Canceled: Runs indefinitely until you manually stop it.
Number of Occurrences: Ends after a specific number of successful charges.
On Specific Date: Ends on a calendar date you choose.
When Amount Reaches: Ends once a total target dollar amount has been collected.
Watch our short video below on Scheduled Payments: