Which installment payment orders can be edited?
Editing installment payment orders is possible for orders in the payment states Active, Paid, Paused, Unsubscribed and Refunded.
For installment payment orders in the above-mentioned states it is possible to
- add rates
- delete rates
- postpone rates' due date
- alter rates' amounts (i.e. when a customer forgot to enter a coupon code, purchasing a product)
Editing installment payment orders not possible when
- order's payment state is Waiting oder Pending since transactions are already in progress
- payment state is Cancelled
- the chosen payment method is bankwire
Not available for editing are
- limited subscriptions
- one-time payments
- free transactions
Important info regarding editing of rates' amounts
Please make sure you don't save changes after each step, but finish the editing process before saving. Every time you save changes, the system will automatically check whether the current total amount is lower than the original amount. If so, a credit memo for the difference will be generated (in case an invoice was created.
Use Case Example
Your hat customer has bought a product worth € 1,000,00 via installment payment with 5 rates of € 200 each. An invoice of € 1,000 was created.
You generated a coupon code that lowers the amount of each rate by € 50. However, you forgot to check the relevant box, creating the coupon code so that only the first rate has been reduced by € 50.
In order to apply the price reduction to all rates of the installment payment order, edit each of the 4 remaining rates, deducting € 50 from original rates' amount. Save changes to your payment plan at the end only! A credit memo for € 200 will be created. The original invoice is not affected.
When you want to edit installment payment orders, go to your account's main menu (left) and click Customers > Orders to get to order overview.
Via clicking on the order ID or, alternatively, on the 3-dot menu on the right and then on Details order details will be shown.
Now you can edit installment payment rates, as long as, subsequently, the total amount is either identical to or lower than the original total amount.
Once you click Editing Rates a pop-up window opens showing a list of all rates pertaining to the chosen order. Having clicked on the edit pencil icon, you're now able edit each rate's amount and due date individually.
If the subsequent total amount is now lower than the original total amount, a credit memo will be generated for the difference – in case an invoice was created – and the invoice overview will be updated accordingly.
If the total amount is not altered, thus identical to the original total amount, and only the rates repartition was edited, no credit memo is created and the invoice overview will be updated accordingly.
If the updated total amount is higher than the original one, saving changes by clicking on Yes won't be possible.
Click here and you'll be directed to an interface where you can create a new invoice manually.
Please note: Individual rates that have been paid already cannot be edited anymore.
It as also possible to add rates to the installment payment plan. In order to do so click Add rate in the Editing Rates window.
To delete an existing rate click on the recycle bin icon and then on Delete this payment.
Here too you're informed that the total amount is now lower than the original one and asked to adjust the other rates accordingly if you wish to do so.
Having saved your adjustments, you're asked whether or not your customer shall be notified via eMail about the changes.
In the order overview, when you scroll down to the eMails Logs section and click Preview, you'll see the message that was sent to your customer.
Refunds & chargebacks
Refunded or chargeback rates can be edited or removed as well.
Orders in payment state Waiting or Pending
Pending rates can be edited, except for the first rate.
For payments in Waiting state all rates – including the first one – can be adjusted.