You must have "Full Access" or "Limited Access - Financials" permissions to edit a payment plan.
NOTE: The total balance must remain the same when editing a payment plan in Invoicing. If you want to reduce the balance, you should apply a credit to the invoice.
Sign in to "SportsEngine HQ."
From the left navigation menu, click Finances > Invoicing or Financials > Orders.
Find the invoice or order you want to edit and click the Sale ID.
To the right of the Payment Plan, click the three-dot icon.
Click Edit Payment Plan or Cancel Installments.
To Edit Payment Plans:
Change each payment's installment dates/amount, ensuring the balance remains unchanged.
When the installments equal the outstanding balance, you will see Remainder = $0.00 at the bottom of the window.
To add new installments, click Add Installment.
Add an amount and a date that is at least 24 hours in the future.
You must edit existing installments to ensure the outstanding balance remains the same.
When finished, click Save.
To Cancel Installments:
Check the box next to Cancel Installments on the unpaid installment(s) you wish to cancel. The installment will automatically change to $0.00.
Select or enter a reason for the cancellation.
When finished, click Save.