Manage, update, or cancel active payment plans from the customer's hub anytime.
Once a payment plan is created, you have full control to view, edit, or cancel it at any time. This allows you to keep payment schedules flexible and adjust them based on customer circumstances or payment behavior. Here’s how to manage active payment plans.
Step-by-step process:
1. View active payment plans
Go to the Payment Plans tab within the specific customer’s hub.
You’ll see a list of all active plans, including the payment plan details.
2. Edit a payment plan
Click into the plan you'd like to change.
You can edit:
The name of the payment plan
Any unpaid installments — including amounts, dates, and the number of future payments
Note: Paid installments cannot be changed.
3. Cancel a payment plan
Select the plan and choose the Cancel option.
You’ll be asked to confirm before the cancellation takes effect.
Once cancelled, the payment plan will no longer be part of any automated workflows.