🔍 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
Cancel the schedule entirely
After the first payment:
Autopay settings are locked
You will no longer be able to change or delete the remaining schedule
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:
All payment notifications remain consistent
Payment records stay 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 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].