> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Instalment Plans

> Find an instalment plan, move its next payment, share a manage link, generate a statement, cancel the plan, or manage an invoice.

Use **Instalment Plans** when a customer is paying a fixed total across scheduled instalments. Plan-level actions change the plan; invoice actions affect one instalment payment only.

## Find an Instalment Plan

Open **Instalment Plans**, search for the customer or service, then select the plan.

Use the plan record for dates, links, statements, terms, and cancellations. Open **Invoice History** when the task concerns one payment.

## Share an Instalment Plan Manage Link

Open the plan's `...` menu, choose **Customer Manage Link**, then copy or share it.

The link takes the customer back to the plan so they can update payment details or handle a failed or overdue payment where Newie provides that option.

## Move the Next Instalment Date

Open the plan's `...` menu, choose **Edit Payment Date**, select the new date, review, and confirm.

This moves the next scheduled instalment without changing the total plan amount, instalment amount, or number of instalments.

## Retry an Instalment Payment

Open the plan, open the relevant invoice in **Invoice History**, and choose **Retry Payment** when available.

The retry applies only to that invoice; it does not change the plan schedule.

## Share an Instalment Payment Link

Open the relevant invoice and choose **Customer Payment Link**. Copy or share the link so the customer can update payment details or complete that invoice.

## Send or Download an Instalment Receipt

Open the paid invoice and choose **Email Customer Receipt** or **Download Customer Receipt**.

The receipt covers that instalment payment, not the full plan history.

## Generate an Instalment Plan Statement

Open the plan's `...` menu and choose **Statement**.

Use a statement for the broader plan payment history. Use a receipt for proof of one paid instalment.

## Refund an Instalment Payment

Open the collected invoice and choose **Refund**. Newie supports full refunds of the collected payment; native partial refunds are not currently available.

For timing, fees, and payment-method behavior, see [Refunds](/guides/refunds).

## View an Instalment Plan's Agreed Terms

Open the plan or relevant invoice and choose **View Agreed Terms** when terms were enabled at purchase.

## Schedule an Instalment Plan Cancellation

Open the plan's `...` menu, choose **Schedule Cancel**, select the end date, and confirm.

The plan continues until that date. Payments due before the scheduled cancellation date can still be collected.

## Cancel an Instalment Plan Immediately

Open the plan's `...` menu, choose **Cancel**, and confirm.

Future scheduled instalments stop immediately. Payments already collected stay paid unless you refund them separately. The customer record and invoice history remain available.

## Turn Off Auto-Retry for an Instalment

Open the relevant overdue invoice and choose **Turn off Auto-Retry** when available.

This stops automatic retry for that invoice only.

## Void an Instalment Invoice

Open the unpaid invoice and choose **Void Invoice**.

Voiding one invoice stops collection for that invoice. It does not cancel the whole instalment plan.

## Handle a Delayed-Clearing Instalment

BECS Direct Debit and other delayed-clearing methods can stay pending or processing before the final result is known. If the payment later fails, open the invoice and use the action Newie makes available for that invoice.

## Replace an Instalment Plan

An existing plan cannot be fully remodelled after purchase. If the total amount, instalment amount, number of instalments, or payment schedule needs to change:

1. Create a new instalment plan service with the updated structure.
2. Share the new service link with the customer.
3. Have the customer purchase the replacement plan.
4. Cancel the original plan once the replacement is active.

Keep the original plan for its payment history. The customer agrees to the updated terms by purchasing the replacement service.

For detailed availability notes, see [Instalment Plans](/reference/customers-billing-feature-reference#instalment-plans).

*Last updated: 2026-07-15*