Client Information | Scheduled Payments | Transaction Screen
Enter Payment | Reconcile | Process Scheduled Payments

Process Scheduled Payments

The Process Scheduled Payments screen is used to process scheduled payments and add them to the transaction register. You can process scheduled payments for the current date or for any other date range (for example, for a week in advance). You can also process scheduled payments for a selected client or account. The next payment date will be automatically incremented based on the frequency for the transaction once a payment has been processed.

A similar screen is available for processing scheduled deposits.