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

You can create, edit, or delete a payment plan directly from an individual invoice in Playbook. Follow the steps below to manage payment plans accurately and efficiently.

  1. Log in to the Playbook Back End of your website: (mywebsite.playbookapi.com/control_panel)

  2. Use the admin search bar to search for the customer by:

    • Name
    • Email address
  2. Select the user to open their Customer Card

     

    4. On the Customer Card, navigate to Registrations and Payments.

  • Click the Invoice ID number to open the Invoice Card.

 

     5. 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.

    6. 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.


    Important Notes & Common Mistakes

    • Only future payments can be edited or deleted — past payments cannot be changed.

    • Make sure payment dates are correct before saving to avoid billing issues.

    • Turning off auto-charge will require the customer to manually complete payments.