How to Edit a Payment Plan in Invoicing
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.
- Sign in and click on the Admin gear located at the top of your screen.
- Once in "SportsEngine HQ", click on the Invoicing tab then choose Invoices.
- Find the invoice you would like to credit, then click on the invoice Sale ID number.
- Scroll down and click the pencil icon under Payment Plan.
- Change the dates or amounts of the payments and enter a note for your records.
- Click Save.
- How to Manually Enter a Payment in Invoicing
- How to Apply Credit to an Invoice