How to Schedule & Unschedule Payments

Pre-scheduling a payment with Float’s Bill Pay is simple and efficient. By selecting a Payment Date on your bill, you can ensure timely payments with minimal effort. Here’s a quick guide to help you schedule your payments effectively:

Steps to Schedule a Payment

1. Navigate to Bill Pay:
   • Open your Float account and go to the 'Bill Pay' tab.
2. Access the Drafts Tab:
   • Click on the 'Drafts' tab. Here, you can add a new bill or select an existing draft bill by clicking on it.
3. Select Your Payment Date:
   • Under 'Bill Details,' choose your desired Payment Date.

What Happens Next?

• Approval Process: If there are no errors on your bill, it will proceed to the approval process. Once approved according to your approval policy, the bill will be automatically scheduled for payment.
• Skipping the Unpaid Tab: Your bill will bypass the Unpaid tab and be scheduled for payment on the selected date, streamlining your payment process and ensuring that everything is handled automatically.
• Find Your Bill: You can track your bill in the Payments Tab or the All Bills Tab.

By following these steps, you can easily manage your payment schedule and ensure that your bills are paid on time with minimal manual intervention.

Steps to Unschedule a Payment

1. Navigate to Bill Pay:
   • Open your Float account and go to the 'Bill Pay' tab.
2. Access the Payments Tab:
   • Click on the 'Payments' tab. Here, you can find bills that have been scheduled to be paid
3. Select & Reschedule Payment Date:
   • Select the Bill you want to change the payment date hit for and hit the "Unschedule" button
4. The Bill Moves to Unpaid Tab
   
   • Select the Bill in the Unpaid tab and choose the desired Payment Date.
     • If you want to not pay the bill - move it back to drafts and delete it.