To Edit or Delete a Payment Plan, follow these steps:
- Select an invoice with a payment plan configured that you want to edit.
- On the invoice, select the
to open the Edit tool. - From here you may edit future payment plan dates and the amount due for future payments.
- Clicking the Delete icon in the top right of the payment plan section will delete the payment plan from the invoice.
- Clicking the Delete icon next to individual payment plan dates will delete that due date from the payment plan schedule. Note that doing so will adjust the amount due for each future payment to meet the total due at the end of the plan.
- Clicking the Add icon at the top of the payment plan section will add payment dates to the plan. Note that doing so will adjust the amount due for each future payments as well.
