Move payments between invoices | Planit Easy Help Center

Go to the Accounting tab in the Planner page of your trip
Find and View the Old Invoice
- Locate the invoice you want to update.
- Click the action wheel (⋮) next to the invoice and select View Invoice.
Handle the Payment
- If the payment was made via Stripe:
  - Scroll down to the payments section and note down all payment details, especially the transaction code.
- If the payment was made via Credit Card form:
  - Delete the payment directly from the invoice.
Delete the Old Invoice
- Once the payment is deleted (or details noted for Stripe), you can now delete the invoice from the same page.
Create a New Invoice for the New Trip
- Go to the participant’s new trip and create a new invoice.
- Record the payment on the new invoice using the details you saved from the previous step.