Payment schedules are when a customer's credit card can be charged automatically depending on a predetermined schedule created for open invoices through the Admin side of DaySmart Recreation. This article is how to set up "manual" payment schedules through a customer's open invoice. This typically means they have already registered and a Payment Plan was not connected to the registration process.

Saving Credit Card

The first, most important step is to make sure you have the credit card saved onto the customer's account that the open invoice will be created on. If you scroll down to the bottom of the profile page, there is a button "Add Payment Information". Type in the credit card information and hit Save.
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Payment Schedule

Once the open invoice has been created and the credit card has been saved, click on the open invoice. On the right hand side, there is an Add button under the Payment Schedule section.
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Add the amount that the customer owes in the "Amount" field. In the "Date" field, you will want to enter in the first date that the auto payment will begin on. Next, you will want to select how many installments the customer will need to pay and then what the time frame should be (weekly, monthly, etc).

Once you hit the "Create" button it will display the payment schedule for you.

This report will tell you what actually happened with the scheduled payments. This displays any errors, successes, or other info you may need on payments schedules already set up for a given time period. For example, if I run a large group of schedules the 1st of every month, I will want to run this report afterwards to make sure everything went through. If there are any issues, I will be able to see them here.

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To view what you have upcoming for scheduled payments, simply add a future date on this report, and it will tell you what invoices are scheduled to be collected on a given day.
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