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In this article, you will learn how to configure and manage scheduled payments in your system.

User Roles: Admin.

If you want to see how your customers can schedule payments, read How to Schedule a Payment in E-commerce.

Table of Contents

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

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

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:

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See Scheduled Payments

There are two ways to see scheduled payments.

Receive Payment Screen

To do “action”, do the following instructions:

  • New column: "Scheduled Payment"

  • Hover for payment method details

  • Status indicators for scheduled payments

  1. Go to

  2. 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

  1. Go to

  2. Do

Conclusion.

If a scheduled payment fails, the system will notify you and your customer via email so you can take appropriate action.

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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:

  1. Go to Screen and select Screen.

  2. 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.

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FAQs

 Can I modify a customer's scheduled payment?

Yes, but we recommend letting the customer manage their scheduled payments through the e-commerce platform.

 What happens if I process a payment early?

The system will cancel the scheduled payment automatically to prevent double charging an notify the customer of the transaction via email.

 How do I know which customers can schedule payments?

Customers must have KometPayments enabled, valid payment terms, and the "Require KometPayments" setting enabled.

 Can Cash on Delivery (COD) customers schedule payments?

No, COD and prepaid customers cannot schedule payments.

 What if a scheduled payment fails?

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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