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
- Cancel Payment Plan
- 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.
- 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.