Edit a booking on an active payment plan
In order to edit or refund a booking on an active payment plan, you must first cancel the payment plan. Please double check with the customer before making any changes as canceling a payment plan cannot be undone.
How to cancel a payment plan and edit a booking
- Go to Bookings > All Bookings in your dashboard and select the Booking Reference of the booking you want to edit.
- Click Actions and select Edit.
- Click Cancel payment plan & edit.
Managing outstanding payments
If there are any outstanding payments, you can copy and send the Payment Link to the customer so that they can easily log into their account and pay the remaining balance online. You can also update the balance due date; the due date will default to the original final instalment date of the payment plan.
Tip: We recommend resending a booking confirmation email to the customer after editing a booking. You can do this under the Timeline.
To issue refunds from a payment plan, you'll need to remove an item or cancel the booking on top of cancelling the payment plan itself. You'll have the option to refund the total balance paid by the customer (including payment plan fees), or issue partial refunds.