This video was created to show you how to cancel a scheduled payment plan when you have closed a case. Once the scheduled payment plan has been cancel, the user will be able to void or write off the invoice.
Cancel a Schedule Payment w/ Case Closed
Instructions
Step by step written instructions below:
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Once the case has been closed, click on the blue link of the invoice
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Scroll down until you see scheduled payments and hover over it and a trash can icon will appear
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Click on the trash can icon to delete the scheduled payment plan
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Then a user will be able to void or write off the invoice
