The Scheduled Payments feature allows you to view any future payments set up manually by a merchant administrator or a client. It provides transparency around payment details and the option to cancel if needed.
📍 How to Access
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On the Debtors page, select any client.
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From the right-click or action menu, choose View / Cancel scheduled payments
📋 What You'll See
A new window will display with a list of scheduled payments, showing the following columns:
| Column | Description |
|---|---|
| Invoices | The invoice number associated with the payment. |
| Scheduled Amount | The total amount to be charged, including any processing fees. |
| Scheduled Date | The date the payment is scheduled to be processed. |
| Payment Method | The card or payment method on file (e.g., Visa Card ending 346). |
| Status | Indicates if the payment is manually scheduled or set for automatic debit (APXAuto). |
You will also see options to cancel individual schedules if they are still pending.
❌ Cancelling a Scheduled Payment
If you need to cancel a payment:
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Click the orange Cancel button next to the scheduled payment.
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A confirmation prompt may appear — follow the steps to complete the cancellation.
Note: Only payments that have not yet been processed can be cancelled.
📧 Confirmation Email
After a payment is scheduled, the client will automatically receive a Scheduled Payment Confirmation email.
This email includes:
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The invoice
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The total payment amount
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The scheduled date
💬 FAQ
Q: What does “APXAuto” mean in the Status?
A: It means the payment is set up for automatic debit via our APXAuto system.
Q: Can I change the payment method for a scheduled payment?
A: No. You’ll need to cancel the existing schedule and set up a new one using the preferred payment method.