How do I schedule or cancel a payment?

Scheduling a payment:

Step 1: Open the invoice/account you want to pay on the customer or internal AR view

Step 2: Go to Open Bills / Make Payment

Step 3: Select the invoice(s) to pay

Step 4: Choose payment method (ACH, card, etc.)

Step 5: Instead of "Pay Now," look for "Schedule Payment" — pick the future date

Step 6: Confirm/submit — it'll show under Payment History as "Scheduled" until it processes

Cancelling a scheduled payment:

Step 1: Navigate to the Payment History tab.

Step 2: Locate the scheduled payment and use the cancel option there.

What else do you need help with?

Navigate back to the Bonterra Invoice Portal Index.

How do I schedule a future payment? | How do I cancel a scheduled payment? | Can I pay my invoice on a future date? | Where do I cancel a payment I scheduled? | Why is my scheduled payment still showing? | How do I change the date of a payment? | How do I stop a payment I already scheduled?