How-To Cancel a Scheduled Payment Plan with a Closed Case

How-To Cancel a Scheduled Payment Plan with a Closed Case

This video was created to show you how to cancel a scheduled payment plan when you have closed a case. Once the scheduled payment plan has been cancel, the user will be able to void or write off the invoice.

Cancel a Schedule Payment w/ Case Closed

blue book Instructions

Step by step written instructions below:

  1. Once the case has been closed, click on the blue link of the invoice

  2. scroll down until you see “scheduled payment” and hover over it and a trash can icon will appear

  3. Click on the trash can icon to delete the scheduled payment plan

  4. Then a user will be able to void or write off the invoice


    • Related Articles

    • Cancel Scheduled/Payment Plans

      Please click on the image below to watch our video on canceling a scheduled payment plan. This video will also explain how to add a new plan to your current invoice. Related articles Page: Searching Duplicate Cell Phone Numbers Page: How-To ...

    • Cancelar un plan de pago

      Administrar las finanzas puede ser complejo y, de vez en cuando, puede ser necesario ajustar las opciones de pago. Esta guía lo ayudará a través de los pasos sobre cómo cancelar un plan de pago para sus facturas. Instrucciones Ingresa al perfil o ...

    • Añadir un plan de pago o débito automático

      Administrar las finanzas puede ser complejo y, de vez en cuando, puede ser necesario ajustar las opciones de pago. Esta guía lo ayudará a través de los pasos sobre cómo añadir un plan de pago o un débito automático a una factura. Instrucciones ...

    • How-To Payment Plans

      CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How-to Grant Recording Page: How to send an Intake Page: Añadir un plan de pago o débito automático Page: Cancelar un plan de pago

    • How to Add an Invoice to a Case

      This article will give instructions on how to create an Invoice within a Case. If you have QuickBooks Online, CampLegal will also create an Invoice in QBO. Please refer to this link for QuickBooks: Enabled Access for CampLegal Instructions Use the ...