You must have "Financial Admin" or "Webmaster" 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 credit to the invoice.
  1. Sign in and click on the Admin gear located at the top of your screen. 
  2. Once in "SportsEngine HQ", click on the Invoicing tab then choose Invoices.
  3. Find the invoice you would like to credit, then click on the invoice Sale ID number.
  4. Scroll down and click the pencil icon under Payment Plan.
  5. Change the dates or amounts of the payments and enter a note for your records. 
  6. Click Save.

Related Information

  • How to Manually Enter a Payment in Invoicing
  • How to Apply Credit to an Invoice