Schedule Payments

Save time and accelerate payments with the Scheduled Payments feature.

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Financial Advisors Home    |    Features    |   Financial Advisors FAQ

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How Scheduled Payments can
​Save You Time and Accelerate Receivables

Schedule a payment when it is convenient for you. You can: 

• Have it drafted immediately or at any date in the future. 

• Prevent late payments when clients are waiting for due date to make payment. 

• Activate systematic controls to save the merchant's customer service and operations teams time by reducing the payment correction tasks. For example the system will warn clients attempting a payment if they already have a payment scheduled.  

• Automate confirmations to clients letting them know that a payment is scheduled.

How do Scheduled Payments
​Improve my Client's Payment Experience

Your clients have control over the process. They can: 

• Easily schedule a payment in the same screen as an immediate payment and choose between saved or new Card/ACH payment options. 

• Once complete, the client receives a confirmation email that they have scheduled their payment. 

Save money, save time and rest easy knowing you're getting the best in compliance, security and value for you and your clients.

Schedule a Demo Today >