With the new added feature, we now have the ability to select due dates to process a 'Single Payment' invoice which can be scheduled in the future dates with all the fees altogether.

Note: Scheduling an invoice can only be processed on a 'One Time' Payment offer or a 'Single Payment' subscription. Therefore, recurring subscriptions are excluded. Once the invoice has been scheduled, the date can no longer be adjusted.

Next to the amount, 'Scheduled' status indicates that the subscription is ongoing. When the Payment Status is 'Scheduled', it indicates that the payment is scheduled for future date.

To see more added features, click on 'Edit' to see the transaction summary:

In addition to the new added features, under the 'Billing Activity Summary', a new function 'Only Scheduled' gives ability to filter the scheduled transactions for easier visibility.

To cancel a membership subscription, follow these steps:

1. Click on the 'Edit' button

2. A pop up window will appear. Click on the 'Cancel membership and payment' button and then 'OK'

3. On the 'Subscription History' tab, you'll see the 'Canceled' status next to the amount which indicates that the membership plan has successfully been removed or canceled.

The 'Cancel Payment' feature will absolutely abort only the charge, but the trial subscription will still be ongoing until it expired.

1. Before making the changes, the Payment Status is 'Scheduled'. Click on the 'Edit' button to pop-up another page.

2. Once the pop-up page appears, click on the 'Cancel payment' button at the bottom right side of the page. Then, confirm by clicking 'OK' button.

3. Once applied, the Payment Status in the Subscriptions tab and Payment Details summary will be changed to 'Reversed' which indicates that there will be no future charges. However, the status next to the amount is still on 'Scheduled' as the trial is still ongoing until it expired.

4. On the 'Billing Summary' tab, select 'Ledger' and it will show the summary of the transaction that has been reversed the charges for.

The 'Charge Now' newly added feature will give you the ability to process the payment right away. See steps to follow below:

1. Before making the changes, the Payment Status is 'Scheduled'. Click on the 'Edit' button to pop-up another page.

2. Once the pop-up page appears, click on the 'Charge Now' button at the bottom right side of the page. Then, confirm by clicking 'OK' button.

3. Once applied, the Payment Status in the Subscriptions tab and Payment Details summary will be changed to 'Paid' which indicates that the payment went through successfully.

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​Pro Tip for Credits:

It is not recommended to add Credits to a Scheduled Single Payment Invoice. The Credit will fulfill the invoice as to how it is intended. But the scheduled invoice will still take the payment as scheduled to pull that payment.
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​Pro Tip for Payment Method:
In selecting a payment method when adding the membership, if the membership is added on the same day, the system will charge the selected payment method. But if the membership was added and set for a future date, the system by default will charge the primary card regardless of the selected payment option.

Important Note: If the account has a past due balance, the system will collect both the invoice and past due on the scheduled date.
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