Overview
If you are integrated with Stripe Payments it is possible to set a deferred payment from an invoice in Oases.
Article Sections
- Defer (Delay) Credit Card Charge
- View All Deferred Payments
- Delete a Deferred Payment
- Custom Reports
Defer (Delay) Credit Card Charge
1. If you use Stripe connected to Oases to run cards you can also choose to run the card at a later date.
2. After choosing Linked Payment, press Defer Payment and choose the date to run the card and for Oases to add payment to the invoice/account.
3. The date of the deferred payment will show in the invoice row after you have saved the invoice.
4. The deferred payment will show in the Automation List below the Transaction List.
View All Deferred Payments
5. All deferred payments that are scheduled can be viewed via the Deferred tab in Private Invoicing.
Delete a Deferred Payment
6. Highlight and press the trashcan to delete or delete the associated invoice.
Custom Reports
7. To view all deferred payments in a custom report create a custom invoice report.
8. Add at least the following fields.
9. Add rules to see deferred payments and a date range if required.
10. Group your report by invoice id.
11. Press preview.