You must have "Full Access" or "Limited Access - Financials" permissions to edit payment plans.
You may edit, void, cancel, credit, and refund payment plans. Before canceling, consider if you only need to edit a payment plan. You may edit the plan in cases where the total plan amount will remain the same, but you need to adjust installment dates, adjust amounts, cancel individual installments, or add new installments. Learn to edit payment plans here.
Alternatively, you may void invoices and orders that include payment plans if no payments, credits, or refunds have been made. Learn to void invoices here.
Sometimes, you may need to cancel a current payment plan to collect funds from the same member in a different way. Learn how to collect funds at any time by sending an invoice here.
Cancel an Active Payment Plan
Sign in to "SportsEngine HQ."
In the left navigation menu, click Financials > Invoicing if canceling a payment plan on an invoice OR click Financials > Orders if canceling a payment plan on order.
Enter the sale number into the search bar or filter by status to locate the correct sale.
Click the Sale number.
In the top right corner, click the three dots icon > Cancel Remaining Installments.
In the new window, all unpaid installments are designated Canceled.
Enter a reason for canceling the plan and enter notes as needed.
Click Save.
Once canceled, the account owner receives a notification via email.
Edit a Payment Plan
NOTE: The total balance must remain the same when editing a payment plan in Invoicing. To reduce the balance, 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.