How do I schedule payments at a later time?

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

You have the option to schedule payment for non-regulated invoices. After an invoice has been uploaded within Manage Invoices, you will review the invoice, and choose Schedule Later:

By choosing this payment option, the invoice will be approved and move to My Invoices and will need to have the payment manually scheduled.

Scheduling the payment follows the same process in all cases. You’ll select the date you wish to send the payment and enter the payment amount. You can edit or cancel the payment as long as funding is in process.

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

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

Scheduling Invoice Payments

If you chose to schedule a payment at a later time during the invoice approval process:

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. 

You can schedule a payment in several ways:

• 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:
  
• Alternatively, click on an invoice row, then click on Schedule Payment. You will be able to view the invoice details before scheduling:
  

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.