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My Scheduled Payments - Setup & Enablement

Setting Up My Scheduled Payments


Prerequisites

  • Flexible Payments must already be enabled for the org

  • Stored Payment Methods configured for members

  • Active scheduled, installment, or recurring payments

Step 1: Confirm Flexible Payments Are Enabled

Verify the existing Flex Pay feature is active for the org before proceeding. See Schedule Payments on the new Member Portal for more information on Flexible Payments in Member Portal.

Step 2: Add the My Scheduled Payments Component

Add the My Scheduled Payments component to the Member Portal via Experience Builder.

  1. Go to the Personal Snapshot page in Experience Builder.

  2. Select the tab section.

  3. Add the My Scheduled Payments LWC to it from the Components menu.

  4. Set the “Order Detail Page” API name

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Step 3: Assign Permissions

Grant access to the Apex class controlling this feature to the profiles used for Member Portal access.

  1. Grant access to the MyScheduledPaymentsUi Apex class controlling this feature (e.g., via Setup > Apex Classes > Security).

  2. Assign access to the profiles used for Member Portal access (for example, Community Hub Login User).

Step 4: Enable Confirmation Emails

Toggle the Flexible Payment Receipt Emails feature tag (default OFF). When enabled, members receive a confirmation email after every successful flexible-payment transaction.

  1. Activate the receipt tag: Setup → Custom Metadata Types → Tag → Manage Records → Flexible Payment Receipt Emails, set Is Active = true.