If you need to adjust or cancel a client’s payment schedule, it’s important to understand how Maroo handles Autopay and notifications. This article explains what can be changed, when changes are allowed, and why clients may still receive certain emails.
When Can a Payment Schedule Be Changed or Cancelled?
You can adjust or cancel a payment schedule only before the client’s first payment has been processed.
Before the first payment: You can modify upcoming payments, delete scheduled payments, or cancel the schedule entirely.
After the first payment: The Autopay settings are locked. This means you will no longer be able to change or delete the remaining schedule, and the system will continue to follow the original schedule for notifications and processing.
⚠️ Important note: Once the initial payment is processed, Autopay schedules are locked and cannot be modified. Any cancellations or edits must be made before the client’s first payment is completed.
Why Are Clients Still Receiving Emails?
If the client has already made their first payment, the system continues to send reminders based on the original schedule. This ensures that all payment notifications are consistent and that the payment records remain accurate.
Tips for Managing Payment Schedules
Plan adjustments early: If you anticipate changes, modify the schedule before the first payment is processed.
Communicate directly with clients: If a schedule cannot be changed after the first payment, inform the client about the situation to avoid confusion.
Check Autopay status: Always verify the Autopay settings in the client’s profile to confirm what changes are possible.
Need Help?
If you have questions about managing payment schedules or need guidance on handling locked Autopay settings, our support team is happy to assist. Contact us at [email protected].