Modify or Skip a Scheduled Payment

To modify or skip a Scheduled Payment scheduled within a Plan, regardless of who initially set up the  Payment Plan, follow the steps below. 

Included in this Article:

• Steps to modify or skip a single Scheduled Payment
• Notifications when a Firm Admin Modifies a single Scheduled Payment

Steps to skip a single Scheduled Payment

1. Log into the firm portal.
2. Select “Clients” tab along the left side menu
3. Search for and find the client you would like to make a payment for on their behalf.
4. Under the “Actions” column, select the three small dots to populate a dropdown menu.
5. Select “Client Portal View”.
6. You will be brought to that client’s portal.
7. Select "Payments" tab along the top menu
8. Find from the list of Scheduled Payments the single Scheduled Payment you would like to skip.
9. Select the three small dots and select "Skip" to skip the scheduled payment 
10. Select "Save Changes" button

Figure 1: Skip a single Recurring Payment

Steps to modify a single Scheduled Payment

1. Log into the firm portal.
2. Select “Clients” tab along the left side menu
3. Search for and find the client you would like to make a payment for on their behalf.
4. Under the “Actions” column, select the three small dots to populate a dropdown menu.
5. Select “Client Portal View”.
6. You will be brought to that client’s portal.
7. Select "Settings" tab along the top menu
8. Find from the list of AutoPay or Recurring Payments, select the Scheduled Payment you would like to modify.
9. Select the box and pencil to the far right and update the settings of the scheduled payment you wish.
10. Select 'Save'.

Figure 2: Modifying Amount, Date, or Payment Method of a Single Recurring Payment

Notifications when a Firm Admin Modifies a single Recurring Payment

When a Firm Admin makes an edit to the single Recurring Payment, the following people receive an automatic email notification:

• Firm Admin who made the modification
• Client Billing Contact(s) OR Client Portal User(s) linked to the Client account (see Figure 3 below)

Figure 3: Email notification when a Firm Admin edits a single Recurring Payment

Additional Resources

• Recurring Payments Manager
• Recurring Payment Plan Emails