Your customer has entered into an instalment payment, but would prefer to pay in fewer instalments. Or the account number has changed and needs to be updated. In this article you can read how to change an existing instalment payment.
Modifying an Instalment Payment
Select the instalment payment you want to adjust via Sales > Instalment payments.
Do you want to change the direct debit date?
Then you can change the date under 'Next payment on' via Actions.
Do you want more or fewer direct debits to be executed?
Then you can change the remaining payments via Actions.
Do you want to stop a customer's instalment payment?
Then you can set the remaining payments to 0 via Actions.
Customer Details
Change customer details
If customer details need to be changed, such as the VAT ID or email address, you can adjust the desired details here. The changes will then be applied to all remaining payments. The address details of instalments that have already been collected can still be changed by selecting the order itself and clicking there on More > Edit address. The VAT ID cannot be changed for completed payments.
Payment Methods
Change payment method
If the customer would prefer to pay with a different account number, you can add the new IBAN number here via the button in the top right or via the pencil icon next to the payment method. For the next direct debit, the amount will be automatically debited.
Change/add credit card
If the customer wants to pay with a credit card, remove all payment methods. The customer will receive a payment reminder by email at the next direct debit, containing a payment link. Via this link the customer can complete the payment with the desired payment method.
Changing the Price
If you want to apply a different price for the remaining payments, you have the option here to adjust the amount.
Orders
Here you can find all invoices for this specific customer. Handy to have the whole overview in one go 😊