How to cancel a Customer's Payment Plan

After you have set up your payment plan, if the customer's circumstances change and they request to cancel their payment plan,

To cancel an existing payment plan follow these steps:

1. Go to Payment Plans.
   
   For any Active payment plans you will see three (3) icons: (Review, Pay and Cancel)
   
2. Click on the "Cancel" button.
   1. If any of the invoices in the payment plan are still not fully paid; they will return to overdue status with the already paid payments applied to the invoice(s) and show the amount that is still outstanding for each invoice.
      
      

To view how to create a payment plan for a customer watch this video below:

To view how the customer sees and makes payment to start the payment plan please watch this video below:

To view how your customer can create a payment directly from an overdue invoice please watch this video below: