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.
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.
Edit a payment plan
Step 1: Select invoices for your payment plan
The payment plan name
The invoices included in the plan
The payment amount for each invoice
Step 2: Configure payment schedule
The number of payments
Payment frequency (Weekly, Monthly, Bi-monthly)
Payment plan start date
Individual installment amounts and dates
Auto-charge installments — Toggle on to automatically charge the customer's payment method on file on each installment due date
Step 3: Final Balance check
Review that the Selected Invoices Amount matches the Payment Plan Amount
Click "Save" to apply your changes
Note: Paid installments cannot be changed.
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.
