How to Change Payment Schedule

You can either:

Reschedule a single payment, or
Create an entirely new schedule.

To reschedule only 1 payment:

Go to the Schedule tab of the plan and click the edit link next to the payment you wish to reschedule.

We recommend only rescheduling within the time frame before the next due payment. For major changes, creating an entirely new schedule is recommended.

To create entirely new payment schedule:

To change the entire payment schedule, cancel the plan by clicking the red cancel link.

Once canceled, click the Create New Payment Schedule button that will appear.

You will be taken to the Create a Payment Schedule page to set up the new schedule. The sections are:

Down Payment — If a payment needs to be processed when the plan is reopened, set a down payment here.
Frequency — How often a payment is processed.
Term — How long the plan will last.
First Start Date — Optionally set the date when the plan will start processing payments after the down payment.
Checkout Fee — Optionally adjust the total by adding a checkout fee.

Once set up, click the Create Payment Schedule button.

The next page allows you to review the new schedule. If everything looks correct, select the payment method, authorize and sign the contract on the customer's behalf, and click the open button.

If you prefer the customer to reopen the plan themselves, select the Send Open Plan Request to Customer button.

Notifications

Customers will receive an email when the plan is canceled and when it is reopened. To temporarily disable one or both notifications, go to Settings > Emails and click the Stop Sending link.