How to Schedule a Payment

Edited

Streamline your workflow by scheduling payments to be auto-issued from your pre-funded balance at a future date.

To schedule payments, your user must have Payor permissions

A payout must first be approved in order to be scheduled to be paid

Why use scheduled payments?

  • Save time: Automate your payment process and reduce manual workload

  • Ensure accuracy: Avoid late payments and ensure funds are available on the payment date

  • Stay informed: Receive regular updates about your upcoming scheduled payments

How to schedule a payment:

  1. Navigate under your payouts tab or a Project

  2. Select the payouts you would like to schedule to be paid in the future

    1. *Approve the payments if they aren't approved already

  3. Click the Schedule button at the bottom of the screen

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  4. Edit the scheduled pay date, if needed. It will default to mirror each payout’s due date.

    1. Payments can not be scheduled for same day or in the past

    2. 🚨 If your balance is not enough to cover the total of the selected payments, you will be unable to schedule. 

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  5. Once scheduled, the payments will move to the Scheduled tab

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Payment will be issued on each scheduled pay date at 12 pm EST

Note: You can unschedule a payment at any time by selecting the checkbox or opening the payout's Payment Details window