The following instructions are to remove or change an existing finance charge on an individual invoice. Note: A finance charge plan must be in active status to remove it from an invoice.
Instructions
- Open the invoice.
- The invoice status must be Active or Pending.
- In the Finance Charge Plan field, click the edit icon.
- In the Select Finance Charge Plan modal, select from the dropdown menu change, click the X to remove.
- Click 'Save.'
- The grid displays the finance charges removed when the user clicks save.
- Finance charges that have been changed display after the invoice is Authorized.