How to make changes to a customer's payment plan?

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

After you have set up your payment plan, if the customer's circumstances change and they may make a request to put the next payment back some days or weeks, change the next payment date, add additional invoices, extend the payment plan duration, pause for a while or even cancel the payment plan. They also may pay a part payment via bank transfer and the payment plan needs either the amount outstanding reduced or the payment plan completed. You now have all of these options.

To make changes to an existing payment plan follow these steps:

1. Go to Pencil → Payment Plans → Payment Plans.
   
2. Under "Actions" you will see the following items for payment plans that are Started:
   1. Review Instalments
      1. Click on this icon to review the previous payments, the next payment, change the next payment date or change the next payment amount.
      
      
   2. Apply External Payment
      
      
      1. Enter the external payment amount.
      2. Select the external payment date.
      3. Click the "Apply External Payment" button.
   3. Payment Method
      
      
      1. Update the payment method or change it if the payment method has failed or expired.
   4. Extend Duration
      
      
      1. Enter how many days, weeks, months you wish to extend the payment plan for and then click "Next".
   5. Add Invoices
      
      
      1. Select the additional invoices you would like to add to the payment plan and then click "Next".
   6. Pause Payment Plan
      
      
      1. Click “Confirm” to pause the payment plan.
   7. 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.
         

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: