How to add invoices to an existing payment plan

After you have set up your payment plan, if the customer makes a request to add invoices to an active payment plan, you can follow the steps below:

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

1. Go to Pencil → Payment Plans → Payment Plans → More Actions (...) →  Add Invoices
   

1. Add Invoices
   
   
   1. Select the additional invoices you would like to add to the payment plan and then click "Next".