This guide explains how to add an additional payment to a payment schedule after the final payment has been recorded. This is useful in scenarios where a client needs to make an extra payment after the originally planned payments have been completed.

Instructions

• Review the Existing Payment Schedule

• Confirm that there is now an outstanding balance that needs to be addressed.

• Edit the Payment Schedule

1. Go to the payment schedule where you need to add the extra payment.

2. Click the Edit Schedule button.

• Add the New Final Payment

• Select the Add Final Payment option.

• The system will automatically recognize the outstanding balance and adjust the schedule to include the new payment as the final payment.

• Complete the Process

• Once the additional payment has been added, you can:

• Mark it as paid if the payment has already been received.

• Allow the client to pay online if the payment is still pending.

This process ensures your payment schedule reflects the correct total and resolves any outstanding balance.