1. Create a payment scheduler record.
2. Set Type to Once for a single run. Set Type to Daily, Weekly, or Monthly for recurring runs.
3. Set the Target Date for your run. This date represents when the single run occurs if you set Type to Once, or when the first run occurs if you set Type to any other value.If your Invoice Date is before your Scheduler’s Target Date, billing runs on the Invoice Date while charges run up until the Target Date.
4. If you’re creating a recurring payment run, set the Target Day of Week or Target Day of Month as needed.
5. Optional: Set a Payment Batch value. Your payment run only targets accounts with a Payment Batch value that matches the scheduler’s Payment Batch.