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?

• How do I log in to and register for the Bonterra Invoice Portal?

• How do I view and download my invoices?

• How do I pay an invoice by ACH?

• How do I pay an invoice by credit or debit card?

• How do I set up AutoPay?

• How do I download my account statement?

• How do I download my W-9 or Bank Letter?

• How do I add a user to my Invoice Portal account?

• How do I manage my saved bank accounts and cards?

• How do I view my payment history?

• How do I get help with a billing issue?

Not quite what you were searching for?

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?