💰Scheduled Payment
In this section you will learn how to submit a New Scheduled Payment
Filling out a scheduled payment is one of the easiest things in the world. Like with all other cases, we start with the Payment Tool.
However, it’s essential to clarify one point: in the Direct Close tutorial, we used a Split Payment example for demonstration purposes—Peter Parker paid $2,000 out of a $4,000 ticket. Now that he has the funds, we want to register that the remaining payment has been made. Starting with that example in mind, let’s begin.
1. Filling out the Payment Tool
When you want to register a 💰 Scheduled Payment ("from the first payment ID")
Let’s begin by selecting the correct options in the Payment Tool so we can generate the Master Form link.
2. Filling out the Master Form
When registering a 💰 Scheduled Payment ("from the first payment ID")
Now that we’ve filled everything out correctly, let’s head to our best friend—the Master Form. You might already have an idea of what to expect, but to ensure we understand everything perfectly, let’s go through a detailed step-by-step walkthrough.
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