How to extend the duration of an active payment plan
You have an existing payment plan for one or more quotes, orders and/or invoices and you would like to extend the duration of an active payment plan.
After you have set up your payment plan, if the customer's circumstances change and they may make a request to extend the payment plan duration.
To make changes to an existing payment plan follow these steps:
- Go to Pencil → Payment Plans → More Actions (...) → Payment Plans.
- Extend Duration
- Enter how many days, weeks, months you wish to extend the payment plan for and then click "Next".
- A new pop-up will come up where you will find the New Duration so you can check if the duration has been updated to the correctly. Click "Next".
- A new pop-up will come up and will show the remaining duration of the payment plan. You can now click on "Submit" to apply the changes made to extend the duration of the active payment plan.