In this article, learn how to cancel all upcoming scheduled payments for a client enrolled in a payment plan.
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Last Updated: March 13, 2024
If a client has enrolled in a recurring payment plan and you need to cancel all the future scheduled payments, follow the steps outlined below to make the necessary edits.
The first step is to locate the order of when the payment plan was purchased. This can be found in the Payment Plans tab on the Event Admin View of the event they are registered for, the Orders tab of the Client Profile Page or from the Orders Report. We've outlined the different steps based on the location inside the software below.
Cancel All Upcoming Payments via Event Admin View
- Navigate to your Events page and click on the name of the Event the client registered for to access the Event Admin View
- Click on the Payment Plans tab inside the Event Admin View
- Find the client's name and click that line item, this will open up the Payment Plan drawer on the right hand side
- Click the three dots on the top right of the drawer
- Select Cancel All Payments
- The Cancel All Payments modal will pop up and list all upcoming scheduled payments for that plan, select Yes to confirm cancellation
- Those payments will now show as Cancelled and will no longer process as scheduled
Cancel All Upcoming Payments via Client Profile Page
- Navigate to the Client's Profile Page that you need to edit
- Click on the Orders tab and locate the order that was initially placed when enrolling in the event with a payment plan (Note: this will be on the buyer's profile not necessarily the participants profile)
- Locate the order for the event and click the three dots to the right on that line item, click Order Details
- In the Order Drawer scroll down to the payment plan item and click the three dots on the top right of the individual item box
- Click View Balance
- Here you will see the Payment Plan Details, click View next to the Payment Plan line item
- Click the three dots on the top right of the drawer
- Select Cancel All Payments
- The Cancel All Payments modal will pop up and list all upcoming scheduled payments for that plan, select Yes to confirm cancellation
- Those payments will now show as Cancelled and will no longer process as scheduled
Cancel All Upcoming Payments via Orders Report
- Navigate to the Orders Report and locate the order that you need to edit
- Click the three dots to the right on that line item, click Order Details
- In the Order Drawer scroll down to the payment plan item and click the three dots on the top right of the individual item box
- Click View Balance
- Here you will see the Payment Plan Details, click View next to the Payment Plan line item
- Click the three dots on the top right of the drawer
- Select Cancel All Payments
- The Cancel All Payments modal will pop up and list all upcoming scheduled payments for that plan, select Yes to confirm cancellation
- Those payments will now show as Cancelled and will no longer process as scheduled