How to review Instalments for a payment plan in Pencil

After you have set up your payment plan, if the customer's circumstances change and you may need to review the instalments of an existing payment plan.

To make review instalments to an existing payment plan follow these steps:

Go to Pencil → Payment Plans → Payment Plans → More Actions (...) → Review Instalments

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

1. 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.