How to cancel an existing payment plan

You have an existing payment plan for one or more quotes, orders and/or invoices and your customer would like to cancel the payment plan.

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

To cancel an existing active payment plan follow these steps:

Go to Pencil → Payment Plans → Payment Plans → More Actions (...) → Cancel Payment Plan



Under "Actions" you will see the following items for payment plans that are Started

  1. Cancel Payment Plan
     
    1. If you want to stop the payment plan, click on Cancel. 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 the is still outstanding for each invoice.

      A popup will appear to confirm Cancel Payment Plan. Click Confirm.