Modifying Payment Request Schedules
You can modify existing schedules by opening the Schedule module, selecting the Payment request schedules tab and double-clicking on the schedule you want to change (or right-clicking and selecting ‘View/edit schedule…’).
You can then change the schedule criteria (Start date, end date, recurrence pattern, etc.), as well as the amount and description information.
Once you’ve made all the required changes, you can then Save your changes.
Alternatively, if you’ve made a mistake, Cancel your changes.
If the schedule is no longer required, you can permanently Delete schedule.
Updating a payment request status
To update the status of an individual payment request:
- Open the relevant customer record.
- Select the Payment requests tab.
- Right-click the payment request you want to update.
- Change the status to Failed, Received or Cancelled.
For example, if a customer has paid an outstanding balance outside PDM, update the payment request status to Received.
