Find and understand the plan
Find the instalment plan
Open Instalment Plans, search for the customer or service and select the plan. Check the customer and service before making a change.Check the plan’s progress
The plan shows how many of its original scheduled payments have been made. A separate Setup Fee does not count towards that progress. Open Invoice History to check each payment.Understand plan statuses
A cancelled plan with an overdue invoice appears in both Cancelled and Overdue, keeping its Cancelled badge. Paying or voiding those invoices does not change the plan to Completed. Future instalments stopped by cancellation are not counted as unpaid invoices.
Review, change, or close the plan
Move the next payment date if the customer needs more time. Choose Cancel to stop the plan while keeping issued unpaid invoices open. Choose Mark as Complete to close the plan and stop collecting its remaining payments.Move the next instalment date
Use Edit Payment Date to give the customer more time before the next scheduled instalment. For an Upcoming plan, the action is Edit Start Date. It changes the date without changing the plan total, instalment amount or number of instalments. Open the plan’s... menu, choose the date action, select the new date, then review and confirm. The action requires a next payment date and is not available after the plan has ended.
Schedule an instalment-plan cancellation
While the plan is running or Upcoming, choose Schedule Cancel from its... menu, select the end date and confirm. Payments due before that date can still be collected.
Before the cancellation takes effect, use Edit Cancel Date to change its date or choose Remove scheduled cancellation to keep the plan running. You can also choose Cancel to end it immediately.
If Overdue Assistant is running, Newie asks whether to stop it now or keep collecting existing unpaid invoices. Stopping the assistant does not void those invoices.
Cancel an instalment plan immediately
Cancellation stops future instalments and leaves issued unpaid invoices open. It does not refund earlier payments. The plan and its invoice history remain available.- Open the plan’s
...menu and choose Cancel. - If Overdue Assistant is running, choose Cancel & Stop Assistant or Cancel & Keep Collecting. Otherwise, confirm Cancel Plan.
- Check the plan’s Cancelled status and any remaining unpaid invoices.
... menu using Stop Overdue Assistant. If cancellation reports an error, check the plan’s status and whether the assistant is still running: the plan may have been cancelled even if stopping the assistant failed. Use Stop Overdue Assistant to stop its follow-up.
Mark a plan as complete
Use Mark as Complete when you want to close the plan without collecting its remaining payments. You can do this before the plan is Completed or Cancelled, including while it is Upcoming, Active or Overdue. If a cancellation is scheduled, remove it first through Edit Cancel Date. Open the plan’s... menu, choose Mark as Complete, review the warning and confirm.
Future instalments stop, remaining unpaid invoices are voided and Overdue Assistant stops. The plan appears under Completed with Marked as complete in its supporting text. This cannot be undone and does not refund earlier payments.
If Newie cannot void every remaining invoice, return to the menu and choose Retry Voiding Invoices. Check Invoice History to confirm the unpaid invoices were cleared.
Handle an unpaid instalment
Open Invoice History and select the invoice before taking one of these actions. They affect that invoice, not the rest of the plan’s schedule.Handle a delayed-clearing instalment
BECS Direct Debit and other delayed-clearing payments can remain Pending or Processing while the bank confirms the result. Wait before asking the customer to pay again. If the payment fails, open its invoice and use the recovery action shown there.Retry one instalment payment
Choose Retry Payment when it is available. Check the failure reason first to decide whether another attempt is likely to help.Share a payment link for one instalment
Choose Customer Payment Link, then copy or share it. The customer can update payment details or complete that invoice without purchasing a new plan.Turn off Auto-Retry for one instalment
Choose Turn off Auto-Retry on the overdue invoice when available. This stops automatic retry for that invoice only.Void one instalment invoice
Choose Void Invoice on the unpaid invoice. Voiding permanently stops collection of that invoice; it does not cancel the whole plan.Help the customer pay or review the plan
Share the plan’s manage link
Choose Customer Manage Link from the plan’s... menu, then copy or share it. The link opens the existing plan so the customer can update payment details or handle an overdue payment where those actions are available.
Send or download an instalment receipt
Open the paid invoice and choose Email Customer Receipt or Download Customer Receipt. The receipt covers that payment, rather than the full plan history.Generate an instalment-plan statement
Choose Statement from the plan’s... menu to review its invoice and payment history.
Where plan totals are available, Total amount due shows the original instalment total, excluding a separate Setup Fee. It is not the remaining unpaid balance.
View the plan’s agreed terms
Open the plan or relevant invoice and choose View Agreed Terms when terms were enabled at purchase.Refund one instalment payment
Open the collected invoice and choose Refund. This refunds the full collected payment; partial refunds are not currently available in the app. A refund does not cancel future instalments. See Refunds for timing, fees and balance requirements.Replace an instalment plan
You can move the next payment date on an existing plan. To change the total, instalment amount, number of instalments or billing frequency, create a replacement. Before creating it, agree how much remains to be collected. Open the original plan’s Invoice History and check each unpaid invoice and the next scheduled payment. Turn off Auto-Retry on any unpaid invoice whose amount you will include in the replacement, where that action is available. If a payment is Pending or Processing, wait for its result before deciding the replacement total.- Create an instalment plan service with that remaining total and the agreed payment schedule. Set its first payment date so it does not overlap an amount still being collected under the original plan.
- Share its service link with the customer.
- Have the customer purchase the replacement plan.
- Confirm the replacement purchase and its first payment date, then cancel the original plan before either schedule collects an overlapping payment. You do not need to wait for a future-dated replacement to become Active.
- Review the original unpaid invoices again. For each original unpaid invoice whose full amount is included in the replacement, choose Void Invoice so it cannot be collected separately. Keep any amount still owed under the original plan separate from the replacement total.