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Deleting a Scheduled Payment from a Payment Schedule

Paige Freeman
  • Updated

A scheduled payment can be deleted at any time if the payment status is PENDING. However, the payment schedule total must sum up to the base total amount for the order line. If a scheduled payment is deleted, a new scheduled payment must be added OR the remaining scheduled payment amounts must be updated.

If all scheduled payments are deleted and a manual scheduled payment is added, the system will automatically add a line for a write-off, if applicable.

The steps below assume that you are not currently viewing the order in which you want to delete a scheduled payment. If you are currently viewing the order in which you want to delete a scheduled payment, skip to step 3.

To delete a scheduled payment:

  1. From the Orders Central page, search for the appropriate order. For more information, please see Searching for an Existing Order.
  2. From the order summary page, in the Order Detail section, click the additional options  menu to the right of the desired line item and select Set Payment Schedule, as shown below.

    The Edit Payment Schedule screen displays.
  3. To delete a single scheduled payment, click the X to the right of the appropriate scheduled payment, as shown below.
  4. To delete all unpaid scheduled payments, click Remove All Unpaid Payments.
  5. Click Save.