How to edit or update a payment plan:

1. To edit a payment plan, click on the blue pencil icon next to the specific plan you would like to edit.

1. If the plan is not active yet, you will be redirected to the payment plan set up page to update your changes.

2. If the plan is already active, you will be redirected to the plan detail page. 

2. From the plan detail page, click on the blue pencil icon again to open up the pop up.
   

1. Please note that when you are editing an active payment plan, the only fields you can edit are the following: 

1. Plan Name

2. Description

3. Frequency

4. Start Date

5. Plan Amount

6. # of Payments

2. Once your enter in your updated fields, click on Next
   

3. The next pop up will show all of the fields that were updated in red text. Click on Confirm
   

4. Now the plan will update according to your changes. 

5. Please note:

1. If you change the start date of a payment plan, the following updates would happen depending on the scenarios:
   

1. Example 1: 
   

1. Start Date is Sep 1

2. Recurring Monthly Amount is $500

1. On Aug 30, the start date is changed from Sep 1 to Sep 2

2. In this scenario, since the plan hasn’t started yet, the first payment will run on Sep 2. 

2. Example 2:
   

1. Start Date is Sep 1

2. Recurring Monthly Amount is $500

1. On Sept 15, the start date changes from Sep 1 to Sep 30

2. In this scenario, the first payment has already executed on Sep 1, and the next date is supposed to be Oct 1. 

3. Now, the second payment will run on Sep 30 instead and each payment afterwards will be on the 30th.

4. Installment 1 - Sep 1 $500 Paid

5. Installment 2 - Sep 30 $500 Scheduled

6. Installment 3 - Oct 30 $500 Scheduled

3. Example 3:
   

1. Start Date is Sep 1

2. Recurring Monthly Amount is $500

1. On Sep 15, the start date is changed from Sep 1 to Sep 10

2. In this scenario, the first installment has already executed on Sep 1, and the next date that payment will run on is Oct 10. 

3. This is because the plan is updated on Sep 15, which is after the Sep 10 date. So the payment would run on the next billing date instead. 

4. Installment 1 - Sep 1 $500 Paid

5. Installment 2 - Oct 10 $500 Scheduled

6. Installment 3 - Nov 10 $500 Scheduled

4. Example 4:
   

1. Start Date is Sep 1

2. Recurring Monthly Amount is $500

1. On Sep 15, an attempt is made to change the start date from Sep 1 to Aug 15. 

2. This would not be possible, because Aug 15 is before the initial start date of Sep 1 and is in the past. 
   

2. If a payment plan has any outstanding payment requests, if you edit the payment plan in any way that affects the recurring payment amount, then those open requests will get voided and the plan will get recalculated. ** Note: that this is only applicable to payment plans and NOT subscription plans. 
   

1. For Example:
   

1. You have a Payment Plan of $1000 with 10 installments

1. Installment 1 Paid $100

2. Installment 2 Failed $100

3. Installment 3 Failed $100

2. Now you edit the plan and change it to be $800 with 9 installments.

1. At this point, we will take the $800 new plan amount minus the $100 already paid, to get the $700 remaining balance. 

2. Then take the 9 total installments minus the 1 installment that was successful to get 8 installments remaining. 

3. So now $700 remaining divided by 8 installments = $87.50 in recurring payments

3. The new installments will now run like this:

1. Installment 1 Paid $100

2. Installment 2 Voided $100

3. Installment 3 Voided $100

4. Installment 2 $87.50 Scheduled

5. Installment 3 $87.50 Scheduled..