How Do I Create/Edit Payment Plan For an Individual Invoice

Find the Invoice:

• Navigate to the invoice you want to apply the admin discount to, typically through the Customer Card.
• In the Control Panel, enter the user's name or email in the admin search bar.
• Select the user to open their Customer Card, then go to the Registrations and Payments section.
• Click the Invoice ID number to access the Invoice Card.

Create or Edit a Payment Plan:

• On the Invoice Card, click Create Payment Plan or, if a plan exists, select Edit Payment Plan.
  • Create Payment Plan opens a window where you can:
    • Set the total payment plan amount (can be less than the invoice total).
    • Choose the first payment date.
    • Enter the number of payments.
    • Customize each payment's amount and date.
  • Edit Payment Plan opens a window where you can:
    • Modify the number of payments.
    • Delete future payments using the trash icon.
    • Toggle the auto-charge feature on/off.
    • Add extra payment dates.

Save the Changes:

• After adjusting the payment plan, click Save to apply the changes. The updated plan will now take effect for the selected invoice.