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

You can add/edit/delete a payment plan from any individual invoice within the system

1. 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.

2. 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.

3. 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.