Payment Plans (This is currently unavailable)
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      2. Payment Tab
      3. Payment Plans (This is currently unavailable)

      View, Edit, or Deactivate a Payment Plan

      View, Edit, or Deactivate a Payment Plan.

       🚧 This feature is currently under construction and will be re-released by the end of March 2024.


      Payment plans are a convenient way to allow customers to pay down their invoices over time.

       

      1. Navigate to the Payment Tab.

       

      2. Go to Payment Plans.

       

      3. Click the Eyeball icon to view the Payment Plan details.

       

      4. Click Edit to make changes to the plan.

       

      5. From within the Edit page, toggle the status button to activate or deactivate the payment plan: