Modifying Payment Plans
Schedules on payment plans can be modified as long as no payments have been taken. After payments have been taken, the existing payment plan schedules must be stopped and a new payment plan schedules created if changes need to be made.
1. Access the payment plan.
Option Description
From a case record
a. Access the Balances view or the Transactions view of the case Financial tab.
b. Click Edit Pmt Plan or Payment Plan at the bottom of the table.
From a party record
a. Access the party Financial tab.
b. Click a payment plan under the Payment Plan header.
Searching for accounts
a. Find an account.
b. Click a payment plan from the search results.
2. Complete the payment plan settings.
3. Click Save (ALT+S).
Related Links
Payment Plans (Parent Topic)