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 want to reduce the balance, you should apply a credit to the invoice.

  1. From the left navigation menu, click Finances > Invoicing or Financials > Orders.

  2. Find the invoice or order you want to credit, and click the Sale ID.

  3. To the right of the Payment Plan, click the Pencil Icon.

  4. Change each payment's installment dates/amount, ensuring the total balance remains the same.

  5. When finished, click Save.

Did this answer your question?