Schedule a payment

Add a planned payment date to one or more bills to create a payment schedule. You can also delete a payment date to remove it from your Schedule of Planned Payments.

Add a payment date to an individual bill

  1. In the Accounts menu, select Purchases.

  2. Under Bills, click Awaiting payment.

  3. Move your cursor to the Planned Date column for bill you want to add a date to. The words Add Date appear.

    Image showing add date wording for bill.

  4. Click Add date and select the payment date for the bill.

  5. The payment date is added to the bill, and the payment amount and date appear in the Schedule of Planned Payments.

    Image showing payment added to schedule.

Add a payment date to multiple bills at once

  1. In the Accounts menu, select Purchases.
  2. Under Bills, click Awaiting payment.
  3. Select the checkboxes for all bills with the same planned payment date.
  4. Click Schedule Payments.
  5. Select the payment date for the bills.

The payment date adds to the bills, and the payment total and date appears in the Schedule of Planned Payments.

Change or delete a payment date from an individual bill

  1. In the Accounts menu, select Purchases.

  2. Under Bills, click Awaiting payment.

  3. Move your cursor to the Planned Date column for bill you want to add a date to. A minus, plus, and x icon appears.

    Image of remove date icon

  4. Click the minus or plus icon to adjust the payment date by a day.

  5. Click the x icon to delte the scheduled payment date.

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