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

Learn how to change the timing of your payments for non-regulated invoices.

Scheduling Payment for Non-Regulated Invoices

User Uploaded Non-Regulated Invoices

If you are subscribed to a Premium or Premium Plus plan and uploaded a non-regulated invoice in Manage Invoices, you can choose to schedule a payment date at a later time during the invoice approval process (Uploading Non-Regulated 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. Under the Payment Status column, roll over the Approved status and click. This will open up a form to let you complete your scheduling. This is the quickest way to schedule if you do not need to review the invoice again:
   2. Alternatively, click on an invoice row, then click on Schedule Payment. You will be able to view the invoice details before scheduling:

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

Non-Regulated Vendor-Submitted Invoices

If a vendor submitted a non-regulated 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-Regulated Invoices, beginning with step 1.

Canceling Scheduled Payments

To cancel a scheduled payment:

1. Go to Invoices > My Invoices.
2. Click on the invoice, click Edit, and cancel the payment on the pop up. You can only cancel a payment when it is still in Scheduled status. Once it starts to fund, you will not be able to cancel.