How can I schedule payments?

  1. Create or select a trip from the list
  2. Enter the costs of the service and then confirm it.
  3. Go to the "Payments & Invoices" section located in the top menu of the trip.
  4. Click on the number of invoices of the service you want to add payments.
  5. Click on the "Actions" button of the service and then select "View Information".
  6. A new tab will open with five different sections, use the "next" and "back" button, until you reach "Payments" section.
  7. In the "Payment Information" box, select YES, I’m going to Request payments for this invoice.
  8. Go to the "Payments requested for invoice" box and click the "Add payment request +" button.
  9. A new tab will open where you must fill out the payment information to be scheduled, repeat the procedure to schedule several payments.
  10. When the client has paid the programmed payments, enter the information within the payment request you have created (to avoid generating an additional payment). Click the "Actions" button and select the option "Make payment".
  11. To remove a payment, click the "Actions" button and select the "Delete" option.
Was this article helpful?
Do you have questions? Submit a request

😀 Awesome!

Thanks so much for your feedback!