The “Schedule Pay” function on QuickBiooks invoices helps your customers pay on time by allowing them to choose the date they would like to pay, right when they view the invoice. Your customer chooses any date to pay up until the due date of the invoice. The following information comes from Intuit.
Step 1: Set up Schedule Pay for your invoice
The good news is you don’t need to do anything to start Schedule Pay. As long as you have your invoices set up to accept payment online, you’re all set.
When you send a new invoice, your customers see the option for Schedule Pay after they select the Review and Pay button in their emailed invoice.
Schedule Pay is not available if the invoice is due on receipt, or if your customer edits the amount to be paid.
Note: Currently, Intuit offer a Schedule Pay only to select companies.
Step 2: Let your customers know about Schedule Pay
Your customers receive the invoice email normally, but now they have the option to set up Schedule Pay.
Schedule Pay can only be set up for the full amount. If your customer edits the amount, then the option no longer displays.
Your customer needs an Intuit account to use Schedule Pay. If they don’t have an Intuit account, they'll need to create a new login.
To schedule a payment, your customer opens the invoice and selects Set a date.
Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint).
Your customer makes sure the scheduled payment displays the correct date.
Once everything looks good, your customer selects Schedule payment. They’ll also receive a confirmation email that Schedule Pay is set up.
Schedule pay screen in QuickBooks
Step 3: Check the Schedule Pay status of your customer’s invoice
If you’d like to check if schedule pay is set up for an invoice, view the Activity Tracker:
Go to Sales, then select Invoices.
Find the invoice you wish to check for payment status.
Select the status field of that invoice line to bring up the activity tracker panel.
When you see the Payment Scheduled status under the invoice activity section, then you know your customer set up Schedule Pay.
Can Schedule Pay be canceled?
Your customer can cancel Schedule Pay by selecting the Cancel payment link in the Schedule Pay confirmation email. After canceling, they can schedule a new payment or pay the invoice immediately.
Important: Changes to invoices may cancel Schedule Pay. You’ll see warnings at the top of the screen when editing invoices for which Schedule Pay has been set up. An email will be sent to the customer if Schedule Pay is canceled.
Schedule Pay is canceled if you change the following on the invoice:
Amount
Frequency
Terms
Payment options
Email address
Customer name