Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Managing Installment Plans
Installment plans are fixed-total payment plans with scheduled installment invoices and payments. They are managed separately from subscriptions, and Newie tracks the customer record, plan status, scheduled payments, remaining payments, and invoice history. Main installment plan actions are available from the plan’s... menu. Invoice-specific actions, such as retrying a failed invoice, voiding an invoice, refunding a payment, or sending a receipt, are handled from the plan’s Invoice History below.
Edit Payment Date
Editing the payment date changes when the next scheduled installment will be collected. How to Edit Payment Date- Go to All Installment Plans and select the customer or plan
- Tap the
...menu - Tap Edit Payment Date
- Select the new payment date
- Confirm the change
- The next scheduled installment moves to the selected date
- The plan remains active
- The total plan amount, installment amount, and number of installments do not change
- This is the main supported edit after an installment plan has been purchased
- You cannot directly change the total amount, installment amount, or number of installments on an existing installment plan
- If the plan’s price or structure needs to change, create a new installment plan service, have the customer purchase it, then cancel the old plan
Customer Manage Link
The Customer Manage Link is the customer’s main self-service entry point for that installment plan purchase. Customers use it to manage available actions for the plan, including payment details, installment payment information, receipts, and overdue invoice or retry flows where available. How to Share the Customer Manage Link- Go to All Installment Plans and select the customer or plan
- Tap the
...menu - Tap Customer Manage Link
- Copy or share the link with the customer
- The customer can open the link and log in
- The customer can manage the available actions for that installment plan purchase, including payment method updates, installment payment details, receipts, and overdue invoice or retry flows where available
- If an invoice is overdue, the customer can use the link flow to pay or retry the payment
- Customer self-service for installment plans is payment-focused
- Customer self-pause and self-cancel toggles apply to subscriptions, not installment plans
- This is different from a new service purchase link
Statement
The Statement action lets you generate or export a billing statement for the installment plan. How to Generate a Statement- Go to All Installment Plans and select the customer or plan
- Tap the
...menu - Tap Statement
- Choose the available statement or export option
- Newie creates a statement showing the relevant installment plan billing history
- You can use it for customer records, proof of payment, or support context
- The installment plan itself is not changed
- Use Statement when a customer needs a broader payment history, not just a receipt for one payment
- For a single payment receipt, use the receipt action from the relevant invoice or payment record
Schedule Cancel
Scheduling a cancellation sets a future date for the installment plan to end instead of cancelling it immediately. How to Schedule Cancel- Go to All Installment Plans and select the customer or plan
- Tap the
...menu - Tap Schedule Cancel
- Choose the cancellation date
- Confirm the scheduled cancellation
- The installment plan remains active until the scheduled cancellation date
- Payments due before the scheduled cancellation date may still be collected
- On the scheduled date, future scheduled installment invoices and payments stop
- Use scheduled cancellation when the customer should finish a notice period, current billing period, or agreed portion of the plan
- Scheduled cancellation does not automatically refund payments already collected
- Check the installment plan’s Invoice History before and after scheduling so you understand which payments have already been collected or are still due
Cancel
Cancelling an installment plan stops future scheduled installment payments immediately. How to Cancel an Installment Plan- Go to All Installment Plans and select the customer or plan
- Tap the
...menu - Tap Cancel
- Review the cancellation details
- Confirm the cancellation
- Future scheduled installment invoices and payments stop
- The customer record and invoice history remain available
- Existing paid invoices stay paid, and refunds must be processed separately if needed
- Cancellation does not automatically refund payments already collected
- If a customer needs a different price, total, or payment structure, create a new installment plan service and cancel the old plan after the customer purchases the new one
- Installment plans cannot be moved to another service through Switch Service
Ask a Question
Ask a Question opens the in-app help flow from the installment plan context. It shows a relevant FAQ/help answer first, then lets you launch Newie support chat if you still need support. The support chat starts with an AI bot that gathers details, and every ticket is reviewed by a human and answered by a human from the Newie team. How to Ask a Question- Go to All Installment Plans and select the customer or plan
- Tap the
...menu - Tap Ask a Question
- Newie shows a relevant FAQ/help answer first
- If you still need help, you can launch Newie support chat from there
- Newie support chat includes the customer, service, and payment context where available. An AI bot gathers details first, and every ticket is reviewed by a human and answered by a human from the Newie team
- Use this for account, billing, payment, or plan-management questions that are not resolved by the FAQ/help answer or normal actions
- Newie support does not replace your responsibility for service delivery, cancellation decisions, or customer relationship management
Invoice Actions
Invoice actions are handled from the installment plan’s Invoice History, not the installment plan... menu. Use these when the action applies to a specific invoice or payment.
| Action | Where | Use When |
|---|---|---|
| Retry Payment | Failed or overdue invoice | You want to attempt collection manually. Avoid repeated rapid retries, because too many card attempts can create extra declines or card blocks. |
| Turn Auto Retry On or Off | Overdue invoice where Auto Retry is available | Controls automatic retry for that invoice. If Auto Retry is active, Newie retries eligible failed card payments up to 3 times in the days after the initial failure and failed BECS payments up to 2 times. If Auto Retry is off, the invoice simply shows Overdue until you or the customer takes action. |
| Customer Manage Link | Failed or overdue invoice | The customer needs to update their payment method and retry a specific overdue invoice. For overdue subscriptions, you can also use the overdue information section, then tap View details, to see failure information and copy or forward customer-ready text with the Customer Manage Link. |
| Void Invoice | Unpaid invoice | A specific installment invoice should no longer be collected. Voiding one invoice does not necessarily cancel the whole plan. |
| Refund | Paid invoice or payment | A collected payment should be refunded in full. Native partial refunds are not currently supported. |
| Email or Download Receipt | Paid invoice or payment | The customer or you need proof of a specific payment. |
Changing an Installment Plan’s Price or Structure
Existing installment plans cannot be fully edited after purchase. How to Change the Price or Structure- Create a new installment plan service with the updated price, total amount, number of installments, or schedule
- Share the new service link with the customer
- Ask the customer to purchase the new installment plan
- Cancel the existing installment plan once the replacement plan is active
- The customer agrees to the updated installment plan by purchasing the new service
- The old plan can be cancelled so future payments stop
- Payment history remains attached to the original plan record
- The existing plan’s total amount, installment amount, and number of installments cannot be changed directly
- Installment plans cannot be moved to another service yet
- This replacement workflow prevents billing confusion and gives the customer a clear purchase record for the new terms