Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below.
To access the Scheduled Payments Report, direct to Reports + Scheduled Payments
This report will provide you a full list of any scheduled payments within the portal. They will be listed individually with the company, scheduled date, payment type, friendly name of that payment type, the last four digits of the payment method, and the associated invoice(s).
This report is also available to download into a CSV file.