When does this new "Scheduled Payment" option process?

Let me elaborate on some details of what the scheduled payments process means, Flores.

This Schedule Pay helps your customers pay on time by allowing them to choose the date on which they like to pay when they view the invoice. Once you accept online payments for invoices you're all set with this feature.

You'll have to let your customers know about this option so they can set up a scheduled payment directly from the invoice. Please know that the Schedule Pay feature can only be set up for the full amount. Once your customer makes changes to the amount, this will no longer display. Here's what they are going to do:

1. Ask the customer to open their invoice from their email, then select Set a date.
2. Have the customer sign in using their Intuit account.
3. Ask the customer to make sure the scheduled payment shows the correct date.
4. After they check everything, have them select Schedule payment. They'll receive a confirmation email when the schedule for the payment is set up.

To check if the Schedule Pay is already set up for an invoice, you can view the Activity Tracker:

1. Go to Get Paid & Pay or Sales, then select Invoices.
2. Find the invoice you want to check the payment status.
3. Select the status field of that invoice to bring up the activity tracker.

To know more details about the feature, check out this article for reference:  Get Paid With Schedule Pay On Invoices In QuickBooks Online.

Moreover, once your customers make payments, QuickBooks automatically downloads the latest transactions and suggests categories based on how your customers categorized similar transactions. You can go through this article for more information: Get Paid With Schedule Pay On Invoices In QuickBooks Online.

Touch base with us here in the Community if you need further assistance with Schedule Pay. Remember, we're here to help you anytime. Have a good day!

Is there any way to determine when the payment is scheduled?  The autopayment feature of Quickbooks Online is unnecessarily opaque on the vendor side.

Thank you for joining the thread, @ma2364.

I'd like to help you out with your concern but I would need to dig a little deeper on this.

Can you please specify if you are referring to QuickBooks Online bill pay? If you have a screenshot, that would be helpful.

I'd appreciate any additional details that you can provide so I can help you out. I'll be keeping an eye out for your response.

Not sure what you mean by "table".  In the invoice activity section you can see that the customer has scheduled a payment, but it doesn't tell you what date the payment will be made or even what date it was scheduled (see screenshot below).  How can I find out when the customer has scheduled the payment? 

I understand the importance of knowing the payment schedule your customer has set, ma2364. I'm here to assist you in any way I can to get the information you need. 

As this issue is related to the customer's account and replicating it would require access to bank credentials, I recommend reaching out to our  QuickBooks Payments Support team. They have all the necessary tools and expertise to assist you with determining the payment schedule. Additionally, they have the ability to share your screen to determine it. To contact them, here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Select or type Contact Us.
4. Enter your concern, then select Let's Talk.
5. Choose a way to connect with us: Ask the community or Start a chat with a support expert.

You can contact them from Monday to Friday, 6 AM to 6 PM PT. 

After your customers make payments, QuickBooks will automatically download the latest transactions and suggest categories based on how your customers categorized similar transactions. If you want to learn more about this feature, you can read the following article: Get Paid With Schedule Pay On Invoices In QuickBooks Online.

Don't hesitate to reach out to us if you have further questions about the scheduled payment process in QuickBooks Online. The Community is always available to help. Take care.