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Cancel Expired Payment Plans


We have a number of payment plans where the final payment failed. I see that the edit dialogue doesn't allow us to change the date of that payment now that is has passed, so all we can do is chase the family for the outstanding amount.

In that light, it would suit us if payment plans that are in that position of having passed the date of their final instalment but have amounts outstanding could be cancelled so that the invoice status reverts to "Unpaid". That would categorise them correctly according to how they now need to be treated.

Alternatively, if the payment dates could remain editable until payment has been completed, that would make the retention of the Payment Plan status meaningful. But my preference would be for the payment plan to be automatically cancelled in these cases.


Paul Spencer

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