Edit or delete payment plans

Use the Payment Plan Overview to review, edit, or delete an active payment plan. Select Payment plan overview from the left menu of any account record.

Payment Plan Overview Fields

Field Description
Number of documents The number of documents included in the plan
Number of payments The total number of instalment payments in the plan
Start and end dates The plan’s start date and projected end date
Unpaid denomination The remaining unpaid balance across all instalments
Total denomination The total value of the payment plan

Edit a Payment Plan

Select Edit to revise the instalment amount and regenerate the remaining payment schedule.

What you can change:

  • Instalment amount - enter a new target instalment amount (for example, change from 50 to 90). Selecting Generate a payment plan recalculates the remaining unpaid instalments and adjusts the projected end date based on the new amount.

What changes automatically when you edit:

  • Unpaid instalments are recalculated - the number of future payments increases or decreases to satisfy the remaining balance at the new instalment amount.
  • The projected end date shifts earlier or later depending on whether the new instalment amount is higher or lower.
Note: Already paid or partially paid instalments are locked and cannot be modified under any circumstances.

What cannot be changed via Edit:

  • Dates and amounts of paid or partially paid instalments
  • Individual future instalment due dates - you cannot select calendar dates line by line
  • Document Days in Procedure (DIP) - DIP cannot be modified while an active payment plan is attached
  • Documents included in the plan - you cannot add or remove documents via the Edit modal
Warning: Moving a document out of Payment Plan status breaks the entire plan and returns all documents to Procedure status.

Delete a Payment Plan

Select Delete, then select OK to end the plan. All documents in the plan are returned to their previous status.

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Need Help?

If you need to make changes that are not available via the Edit modal - such as adjusting individual instalment dates or changing the documents included in a plan - delete the plan and recreate it. Contact the Billtrust Support team for further assistance.