How do I schedule payments for non-alcohol invoices at a later time?

Scheduling Payment for Non-Alcohol Invoices

User Uploaded Non-Alcohol Invoices

If you are subscribed to a Premium Plus plan and uploaded a non-alcohol invoice in Manage Invoices, you can choose to schedule a payment date at a later time during the invoice approval process (Uploading Non-Alcohol Invoices).

💡 Want to schedule payments immediately? Click here: How do I schedule payments as soon as I approve an invoice?

After you've chosen Schedule Later:

1. Go to Invoices > My Invoices.
2. Search by name, invoice number, or amount within the search bar or filter the table by several parameters, such as Status, Invoice Date, Time Period, Vendor, Approved By, etc.
3. You can schedule a payment in several ways:
   1. Select the calendar icon at the right end of an Approved invoice's row. This is the quickest way to schedule if you do not need to review the invoice again:
   2. Alternatively, select the row, review invoice details, then click Schedule Payment:

💡 Learn more about payment preferences here: What options do I have to pay non-alcohol invoices?

Dates may not be available to schedule due to holidays, weekends, or your bank's funding schedule.

Vendor-Submitted Non-Alcohol Invoices

If a vendor submitted a non-alcohol invoice and you pay them by check or outside of Fintech (Non-EFT relationship), and you are subscribed to a Premium Plus plan, you can edit the invoice's payment date in My Invoices.

Follow the steps above in User-Uploaded Non-Alcohol Invoices, beginning with step 1.

⚠️ If a scheduled payment for a non-alcohol vendor fails, Admin users will receive a notification in their email. Learn more about user roles here: User Management.

Canceling Scheduled Payments

Learn how to cancel a scheduled payment for non-alcohol invoices here: Stopping Scheduled Non-Alcohol Payments.