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How do I update a Payment Schedule?
How do I update a Payment Schedule?
Updated over a week ago

Related Questions:

  • Delete a Payment in a Payment Schedule

  • Add a payment in a Payment Schedule

  • Why won't my Payment Schedule change save?

  • I can't get a payment to delete

Procedure:

  1. Open the Invoice you are looking to pay

  2. Scroll to the bottom of the Invoice

  3. Select the Edit Icon

  4. Make the required change (payment due dates, dollar/percentage due at each payment date, etc.)

  5. Select Save

Note: A Payment Schedule can only be saved once the Remaining amount is 0.00. If you remove a payment from an existing payment, you'll need to ensure the remaining payments are re-calculated to a 0.00 balance.


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