Adjusting Payment Dates and Payment Methods for Batches
Adjusting Payment Dates
With Payment Manager you have better control over your finances, as you have the flexibility to make payments either earlier or later than the scheduled date for a batch or for specific invoices within a batch.
You can process invoices from one provider at a time to:
- Expedite: Move payment for all or specific invoices of a provider from later batches to any earlier scheduled batch. Expedited invoices will be processed on the date for the selected batch and your account will be debited after the delay specified in your settings.
- Defer: Move payment for all or specific invoices of a provider from a scheduled batch to any later batch. Deferred invoices will be processed on the selected date and your account will be debited after the delay specified in your settings.
- Pay Now: Make immediate payment to an entire batch or specific invoice(s) using one of your saved payment methods.
Expedite, Defer, and Pay Now actions cannot be taken on any batch that is in progress or on batches scheduled through auto-pay with credit card payment.
Discounts for invoices are applied based on the actual paid date; when you expedite, defer or pay immediately (Pay Now) discounts may vary.
Updating Payment Method
You may also choose to pay with a different payment method than the default method.
⦿ How to Update the Payment Method for a Batch
- On the Payment Manager page, expand a batch by clicking the Expand icon. The payment method drop-down and the invoice listing by service provider appear.
- Click the payment method drop-down and select the desired payment method. The batch will be paid through the selected method as scheduled.