Scheduler

The Scheduler allows you to set up scheduled payments for clients in the Nomupay Dashboard. If you use both Test (sandbox) and Live, make sure you are in the correct environment before creating or updating schedules.

Scheduler Dashboard

The Scheduler Dashboard displays daily forecasted and actual payment outcomes for all scheduler-configured merchants within a selected month. Use it to monitor payment progression, identify collection trends, and spot issues quickly.

• The table displays one row per day of the selected month, showing activity tied to instalments scheduled for that date. Expand each section below to see what each data point represents.

  

  • The total number and value of scheduled instalment payments planned for that day.

    Queued Payments Value	Total amount of instalments scheduled for the specific date.
    Queued Payments Volume	Total number of instalments scheduled for the specific date.

  • All instalments successfully processed for the scheduled date, regardless of when the payment was actually taken.

    Total Collected Value	Total amount successfully processed for the specific instalment date.
    Total Collected Volume	Total number of instalments successfully processed for the specific instalment date.

  • Instalments that have not yet been successfully collected for the scheduled date.

    Total Unpaid Value	Total amount not yet successfully processed for the specific instalment date.
    Total Unpaid Volume	Total number of instalments not yet successfully processed for the specific instalment date.

  • A breakdown of collected instalments by the method through which payment was completed.

    Scheduler System	Automated billing runs daily at 3:00 AM (client local time) to process scheduled instalments.
    Re-biller System	Automated retry system for instalments that failed the initial Scheduler attempt. Retries run at 7:00 AM, with additional reattempts every Wednesday and Friday at 7:30 AM.
    Payment Link	Payments completed via customer-initiated or merchant-sent payment and card registration links.
    Manual Payments	Payments taken manually by merchant users, either for failed instalments or future-dated scheduled instalments.

  Reporting

  Select Download Reports to export the dashboard table as a CSV file. Use the column selector to choose which columns to include before downloading.

• The chart gives you a visual summary of payment activity across the selected month. Toggle between Value and Volume to switch the display. Each day is shown as a stacked bar, broken down by collection source, so you can quickly see where payments succeeded and where they remain outstanding.

  

  Unpaid — Yellow	Outstanding instalments not completed by any method for that day.
  Scheduler — Blue	Payments processed by the automated Scheduler system.
  Re-biller — Navy Blue	Payments processed by the automated Re-biller retry system.
  Payment Link — Green	Payments completed via payment link.
  Manual — Orange	Payments taken manually by merchant users.

Client Creation & Scheduling

Create a client, add a payment method, then set up a schedule for future payments.

• 1. Add a client

  In Scheduler, select Add Client, enter the client details, then save.

  New clients appear in the list. You can sort by Account Created to view the most recent records first.

  

• 2. Add a payment method

  Open the client record and select Add New Card. Available registration methods depend on your merchant configuration (e-commerce, telephone order, or both).

  

  Registration methods

  Send registration link	Send a link by email and/or SMS so the client can enter and authorise their card details.
  Register card manually	Enter card details on behalf of the client (for telephone orders), then save the card.

• 3. Create a schedule

  Choose how you want to register the card, then create a schedule for future payments. See Schedule options below.

Schedule options

•  

  1. Select Send Registration Link and confirm the client’s email address and/or phone number.
  2. Enter the registration details. You can optionally include an initial payment and schedule at the same time.
  3. Select Send Registration Link. The client completes card registration and confirms the payment (if included).

  

•  
  1. Select Register Card Manually, enter the card and billing details, then save the payment method.
  2. In Registered Cards, select the saved card and choose Create New Schedule.
  3. Enter the schedule details and select Create Schedule.

Managing Clients & Schedules

A client record includes three areas: Client Details, Registered Cards, and Schedules & Payment History.

• View and maintain client information, including reference, contact details, and address. Where available, you can also add notes for internal use.

  Client log	Records user activity related to the client.
  Edit client details	Update client information. Avoid changing the client reference unless required.
  Client notes	Add internal notes related to the client.
  SMS actions	Send an SMS to the client using the phone number saved in their profile.

• View saved payment methods and their status. Active cards are available for schedules.

  Active	Cards available for use in schedules.
  Archived	Cards no longer in use. These are not available for new schedules.
  Blocked	Cards that cannot be used. If you believe a card is incorrectly blocked, contact help@nomupay.com.

• View schedules linked to the client and review payment history. Schedules can be edited (for example, to change the payment method).

  Payment History may not include direct links to transaction-level detail pages.