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

User Roles: Admin.

Important information.

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.

Key points:

Requirements

System Configuration

To enable this feature, you need the following:

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Setup

Description.

To do “action”, do the following instructions:

  1. Go to

  2. Do

Conclusion.

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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.

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Override a Scheduled Payment

  • Important: You maintain the ability to process payments before scheduled dates

  • Not recommended as it may confuse customers

  • System will automatically cancel the scheduled payment

  • Customer will be notified of early payment processing

  • Scheduled payments process automatically

  • Failed payments require manual intervention

  • Early processing will cancel scheduled payment

  • System maintains audit trail of all actions

To enable this feature, you need the following:

  • Koronet Payments must be enabled for e-commerce

  • Valid payment terms must be configured

  • Customer must be enabled for Koronet Payments

Conclusion.

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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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