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
- Log in to the Playbook Back End of your website: (mywebsite.playbookapi.com/control_panel)
- In the Control Panel, enter the user's name or email in the admin search bar.
- Select the user to open their Customer Card
- Click the Invoice ID number to access 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.
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- 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.
- Create Payment Plan opens a window where you can:
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.
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