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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. Log in to the Playbook Back End of your website: (mywebsite.playbookapi.com/control_panel)
  2. In the Control Panel, enter the user's name or email in the admin search bar.

  3. Select the user to open their Customer Card

     

    4. When on the Customer Card, go to the Registrations and Payments  section.
  • 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.

      • 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.