How to Schedule Payments from your Financial Account

Steps:

The schedule payments update to our Bill Payments workflow allows you to schedule your bill payments in advance, eliminating missed or late vendor payments and automating making a payment on a particular date. 

1. Navigate to Accounts Payable → Manage Bills.

2. Select Approved in the subheadings only to display approved bills.

3. Optional: Use the Filter function to only display bills that have not been allocated a payment.

4. Click Prepare payment next to the approved bill to be paid.

5. Select the Financial Account under the Pay From drop-down. 

6. Select the Processing Date. Note: Payments take 3-5 business days to process.

7. Select the Pay To account for the Vendor.

8. Click Submit.

9. Click Submit on the pop-up window to confirm that you understand the payment will not be able to be edited. 

Success! You have scheduled a bill to be paid in Procurify.

To view scheduled payments:

1. Under Accounts Payable → Manage Payments, scheduled payments display a "Pending Payment" status. 

2. Click on Payment to show more details