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. To create/edit a payment plan for an individual invoice, you must first navigate to the invoice you want to apply the admin discount to. You can do this several ways, most commonly it will be through the customer card.  
2. Once on the Control Panel, type the user's name or email address in the admin search bar to search for their Customer Card.
3. Select the user you're searching for, which will take you to their Customer Card. Once there, select Registrations and Payments.
4. Select the invoice you want to discount by clicking the Invoice ID number, which will take you to that Invoice Card.
5. Once you are on the Invoice Card, click on the Create Payment Plan button, or for an invoice with an existing payment plan click the Edit Payment Plan
   1. Create Payment Plan will generate a pop-up window where you can enter the details of a new payment plan
      1. Total amount of the payment plan you want to create (can be less than the total amount)
      2. First Payment Date
      3. Number of payments
         1. Once you enter a number, you will be able to customize each individual payment amount and date as well
   2. Edit Payment Plan will generate a pop-up window where you can alter the details of an existing payment plan
      1. You can edit the number of payments
      2. You can delete an individual future payment by clicking the trash can icon
      3. You can toggle off the autocharge feature
      4. You can add an extra payment date
   3. Remember to press Save once you’re done, and the payment plan will now be in effect for the selected invoice