Scenario

Now that TeamCollaboration has customers set for automatic pay by credit card, it wants to schedule a recurring payment run for those customers who are set up for automatic payment by credit card.

Exercise: Create a scheduled payment run to collect payments

Objective: To create a scheduled payment run.

1. Navigate to Payments > Payment Runs .

2. Click new scheduled payment run .

3. Click Multiple Customer Accounts and click All Customer Accounts . Using the default values, all customers with invoices due will be processed in this payment run.

4. In the Enter Date section, enter the following:

   • Schedule the date to process payment run: Today's date

   • Pick the time of day: Select a time later than the current time .

   • Repeats: Daily

   • Range: Leave the to date empty.

5. Click create payment run and click yes to confirm.

You've scheduled a daily recurring payment run to automate payment collections for TeamCollaboration.

What's Next?

Learn: Zuora application settings