The View and Run Upcoming Payments tool can help identify upcoming payments based on the due date. Meaning this tool will help provide payments due on or before the date you enter.
- Go Payments > click View and run upcoming payments (type V for a shortcut).
- Enter the desired date to Gather payments due on or before. This will include ALL payments due on or before the date you supply.
Uncheck the Use single-invoice per payment mode if you want all invoices for a family collapsed into one view. Click here for an example of what this will look like.
IMPORTANT! As soon as you enter the date the system will start to load the results. There is no button to click so simply enter the date and pause for a few seconds while the results load.
- If you would like to preview or run the payment, hover over the payment and click Preview Payment or Run Payment.
IMPORTANT! The payment will run right away so make sure you are prepared to run the payment!
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