How to Remove Line Items from a Plan

Line items are additional charges beyond the product price. They include:

• Shipping
• Taxes
• Checkout fees
• And more

If you wish to remove a line item from a plan after it is opened, you will first need to cancel the plan by clicking the red Cancel Plan link. Defaulted plans can skip this step.

Note for Shopify merchants: Do not cancel the Shopify order.

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

The line item will appear in the summary of the plan on the right. Click the red delete link to remove it.

Once done, set up the customer's payment schedule (frequency, term). You can reference their contract PDF to see their prior schedule.

If needed, the first payment date can be manually adjusted to the next date on the contract by selecting Manual Specify Date at the bottom of the page.

Click the Create Payment Schedule button.

The following page will generate a new contract for you to sign on the customer's behalf. Select the payment method and click Open Payment Plan.

Note: If the plan does not open due to a declined card, the customer's bank may require the customer to authorize the reopening. Click the Send Open Plan Request button to email the plan to the customer so they can reopen it themselves.