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In this article, you will learn how to configure and manage scheduled payments in your system.
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If you want to see how your customers can schedule payments, read How to Schedule a Payment in E-commerce. |
Table of Contents
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What are Scheduled Payments?
Scheduled Payments enables your customers to schedule future payments for their orders while maintaining your control over the payment process. When a customer schedules a payment, they will select their payment date according to your payment terms with them and a payment method. Then on the date of payment, the system will automatically process their payment and notify you and them about the transaction result.
How does the system calculate when customers can schedule payments?
The system calculates available scheduling dates based on the payment term configuration. You can see which payment term details affect this behavior in the following chart:
Configuration Field | Purpose | Impact |
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Credit Period | Defines payment window | Required for automatic date range calculation |
EOM Checkbox | End of Month calculation | Affects payment due date calculation |
Prepaid Checkbox | Immediate payment required | Disables scheduled payments |
Status (Active/Disabled) | Term availability | Inactive terms disable scheduled payments |
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We recommend that you set up your payment terms according to our standard term recommendations to ensure a seamless scheduled payment experience. |
Feature Requirements
To enable scheduled payments, you need the following:
A Koronet Payments account: Set Up KoronetPayments
Koronet Payments must be enabled for e-commerce: https://kometsales.atlassian.net/wiki/spaces/KB/pages/688095247/Set+Up+KoronetPayments#Enable-in-E-commerce
Valid payment terms must be configured and assigned to the customer: Payment Terms Setup
The customer cannot be on cash on delivery or prepaid terms.
Customer must be enabled for Koronet Payments: https://kometsales.atlassian.net/wiki/spaces/KB/pages/688095247/Set+Up+KoronetPayments#Require-and-Restrict-KoronetPayments
See Scheduled Payments
There are two ways to see scheduled payments.: from the Open Invoices and Receive Payment
ScreenTo do “action”, do the following instructions:
New column: "Scheduled Payment"
Hover for payment method details
Status indicators for scheduled payments
Go to
Do
Conclusion.
Open Invoices Screen
To do “action”, do the following instructions
Scheduled payment status visible
Filter options for scheduled payments
Quick access to payment details
Go to
Do
Conclusion.
screens, which have a new column called Scheduled Payment Date.
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If a scheduled payment fails, the system will notify you and your customer via email so you can take appropriate action. |
Override a Scheduled Payment
To keep you in control of your finances, we’ve created a way for you to override scheduled payments to collect open balances whenever you need to. However, we strongly advise against overriding scheduled payments without consulting first with your customer to avoid damaging your relationship with them.
To override a scheduled payment, do the following instructions:
Go to Screen and select Screen.
Search the invoice(s) you are processing.
When you override a scheduled payment, the system will cancel the scheduled payment and notify your customer via email. cancels it and emails your customer with the update on their invoice payment.
FAQs
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Yes, but we recommend letting the customer manage their scheduled payments through the e-commerce platform. |
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The system will cancel the scheduled payment automatically to prevent double charging an notify the customer of the transaction via email. |
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Customers must have KometPayments enabled, valid payment terms, and the "Require KometPayments" setting enabled. |
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No, COD and prepaid customers cannot schedule payments. |
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The system will indicate that the payment has failed and notify both you and your customer via email. You will need to contact the customer to arrange an alternative payment method. |
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