---
title: Automate Processing of Future-Dated Single Payments
description: single payments
---

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# Automate Processing of Future-Dated Single Payments

## Overview

In Hapana Core, **future-dated Single Payments** associated with a stored **Credit Card** or **Bank Draft** are automatically scheduled and processed by the billing system. This ensures a seamless billing experience, reducing manual tasks and minimizing errors for staff managing client payments.

Automated billing improves overall efficiency and ensures that scheduled one-time charges—such as annual fees or special invoice payments—are processed on time.

---

## Prerequisites

- Stored Credit Card or Bank Draft on the client's profile
- Future-dated Single Payment created during a **New Sale** in Core
- Admin or staff access to Core for invoice setup

> Tip: Always double-check that payment methods are properly stored before setting up future-dated payments to ensure smooth automation.

---

## Step-by-Step Instructions

### Step 1: **Log in to Core**

Go to [core.hapana.com](https://core.hapana.com/) and log in using your staff or admin credentials.

---

### Step 2: **Initiate a New Sale**

From the dashboard:

- Click on **Payments**.
- Select **New Sale**.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441353414_f3d64349_image-20250514163554-1-1.png?width=1541&height=911&name=1759441353414_f3d64349_image-20250514163554-1-1.png)

---

### Step 3: **Create a Future-Dated Single Payment**

- Select **Single Payment**.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441354956_5239db1c_image-20250514163606-2-1.png?width=1541&height=911&name=1759441354956_5239db1c_image-20250514163606-2-1.png)

- Set the **Payment Date** to a future date.
- Add the client to the sale.

---

### Step 4: **Confirm Payment Method**

Ensure the client has a valid **stored Credit Card** or **Bank Draft** associated with their account before completing the sale.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441356251_c1755441_image-20250514163636-4-1.png?width=1541&height=911&name=1759441356251_c1755441_image-20250514163636-4-1.png)

> Tip: If no stored payment method is available, the system cannot automatically process the future payment.

---

### Step 5: **Complete the Sale**

Once the sale is finalized, the future-dated Single Payment will be automatically queued for billing and processed on the scheduled date.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441357536_263ce2a1_image-20250514163657-5-1.png?width=1541&height=911&name=1759441357536_263ce2a1_image-20250514163657-5-1.png)

---

## Expected Outcome

Future-dated Single Payments created with a valid stored payment method will be automatically picked up and processed by Hapana's billing service without the need for manual intervention.

This ensures accurate and timely collections while freeing up staff time for higher-value activities.

---

## FAQs

**Q: What happens if the client’s stored payment method fails?**

The payment will move into the **Failed Payments** section for further action by staff.

**Q: Can future-dated payments be edited after creation?**

Yes. Staff can manually edit, reschedule, or delete pending future-dated payments if necessary.

**Q: Will manual payments still need to be processed manually?**

Yes. Only future-dated Single Payments tied to stored Credit Card or Bank Draft information are automated.

---

**Need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com)

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