Edit Recurring Payment Plan

In this article, learn how to edit a recurring payment plan that a client has signed up for.

APPLIES TO: Admins

Last Updated: August 28, 2024

If a client has enrolled in a recurring payment plan and you need to make any changes to the 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.

Edit Recurring Payment Plan 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 Edit Payments
From here you can edit the date of any scheduled or future payment, cancel a scheduled payment entirely or edit the payment amount
Click Save after making your changes

Edit Recurring Payment Plan 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 Edit Payments
From here you can edit the date of any scheduled or future payment or cancel a scheduled payment entirely
Click Save after making your changes

Edit Recurring Payment Plan 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 Edit Payments
From here you can edit the date of any scheduled or future payment or cancel a scheduled payment entirely
Click Save after making your changes