Payment Scheduling

 

Any payment that is taken from the PDC screen can be scheduled to be ran automatically when the due date expires. Credit Cards and ACH’s will be auto processed by your server in the AM while Check by Phones will be queued to be printed. 

 After you have filled out the payment screen a little pop up box will open with a button that says Schedule on the right. 

 

This will start the Payment Scheduling Wizard. From here you can schedule payments on a monthly, semi monthly, weekly or payoff. The payoff option is where you specify a payment amount and the system will determine how many payments it will take to payoff the debtors accounts at time of setup.

 

 

 

Once you have selected how often the payments will be taken out you can adjust a different payment amount, the start date of the next future payment, how many additional payments will be taken, how often it will be repeated and if you want the payments to come out certain day or day of the week. 

 

 

 

You can also edit payments for special case scenarios at any point in the schedule that has been setup. In the example below the first 3 payments come out on the 15th of the month and the next 3 have been edited to come out at the end of the month.

 

 

 

 

Once you have the schedule set up at the bottom it will break out how many payments additional payments will be taken, how much will be collected, and much will be collected in fees if they are being charged.

 

 

Once everything is done you will be taken back to the PDC screen where you will see all the PDC’s that have been setup. Credit cards and ACH will be taken out automatically when the due date comes around and Check by Phone will be queued to be printed.