Modifying a Scheduled Payment

Modifying a Scheduled Payment

A payment schedule can be modified, even after payment(s) have been applied, but an individual scheduled payment cannot be modified if the payment status is PAID.  To modify the entire schedule, the schedule can be regenerated.

Creating a Last Scheduled Payment for the Order Line Balance

There may be scenarios where a customer has made some payments on an order line that has a payment schedule, and the customer just wants to pay the order line off entirely.

To create a last scheduled payment for the order line balance:

1. Click the Delete All Unpaid Scheduled Payments button.  The amount remaining to be paid is listed in the screen header as Schedule Amount.

2. Click the Add Scheduled Payment button
3. Update the Calculation Amount to be Amount, and the Due Date of the scheduled payment.
4. Enter the amount remaining to be paid as the schedule payment amount
5. Click Save.