How to Delete Future Invoices

Follow these steps to delete Customer Payment Plans/Future Invoices

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Sometimes you may want or need to delete Future Invoices on a Customer's Account. Some of these instances include:

  • The Enrollment was canceled

  • The Account was paid in full

The process for this depends partly on how your Programs and Classes are set up.

Simple, Days per Week & Classes Enrollment Model (not Multi-List)

If the Program is a Simple, Days per Week or Classes (NOT Multi-List) Enrollment Model, follow these steps. (For the Multi-List Class Enrollment Model, see below).

Step 1 - Customer Billing Page

Go to the Customer's Billing page and find the Enrollment.

Step 2 - Payment Plan

Click "Edit" under the Payment Plan name.

Step 3 - Delete Charge Items

Delete all the Charge Items under each Payment Event.

You can EITHER click the right arrow to scroll through to EACH Payment Event to delete the charge items OR

Click "Reuse" to clear out all Charge Items on all Payment Events

Classes Model with Multi-List Programs

If the Program is a Classes Enrollment Model WITH a Multi-List View (see screenshot below), follow these steps:

Step 1 - Customer Billing Page

Go to the Customer's Billing page and find the Enrollment.

Step 2 - Payment Plan under Class Name

Click the down arrow under "Class Assignments" then click on the NAME of the Class (DO NOT click on View or it will take you to the Classes page).

Click the Class Name (NOTE: You will need to do this for EACH Selection List/Class) to delete each Payment Plan)

The Payment Plan for that Class under that Selection List should appear. Click "Edit" under the Payment Plan name.

Step 3 - Delete Charge Items

Delete all the Charge Items under each Payment Event.

You can EITHER click the right arrow to scroll through to EACH Payment Event to delete the charge items OR

Click "Reuse" to clear out all Charge Items on all Payment Events.

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