If a Customer is set up on a Payment Plan and decides to pay in full or pay in advance, you have several options you can choose.

When a Customer makes a payment that is over the amount in the current Invoice(s), it shows up as a Credit on the Transaction History. This is true whether the payment is attached to a particular Invoice or if the payment is just on the Account (not attached to a particular Invoice).

If there are any Future Invoices (i.e., from a Payment Plan) on the account, then when those are billed, the Credit on the account will be applied to those Invoices automatically.

If you don't want to wait for the system to do the work, you can reconcile the account yourself. Here's how:

Step 1 - Create a new Invoice. This support article describes the steps to create a new Invoice.

Step 2 - Pay the Invoice. See this article for how to pay an Invoice.

Step 3 - Delete Future Invoices. This article describes how to delete a Customer's future Invoices.

Step 4 - Turn off Auto-Pay. It might be a good idea to turn off the Auto-Pay on that Customer's Account, just to be sure their Account is not charged in case a future Invoice was missed. See this article for how to turn off Auto-Pay.

The account should be balanced after taking the above steps. If it's not, please reach out to support via the chat. We may have to sync the payment to invoices internally (currently, this cannot be done by Admin users, only Enrollsy).