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How to Apply an External Payment to an Active payment plan

After you have set up your payment plan, if the customer's circumstances change and they may pay a part payment via bank transfer and the payment plan needs either the amount outstanding reduced or the payment plan completed.

To apply an external payment to an existing payment plan follow these steps:

Go to Pencil → Payment Plans → Payment Plans → More Actions (...) → Apply External Payment


1. To Apply External Payment


    1. Enter the external payment amount.
    2. Select the external payment date.
    3. Click the "Apply External Payment" button.