There are occasions that you may need to edit a client's subscription installment. The system has the feature to modify one or multiple installments.

Go to the contact profile, select Biiling tab and then select the Subscription tab. Click the Invoices button to view the forecast invoices.
​
​Important Note: The Invoices feature on Billing is no longer in Beta.
​

​

To modify an installment, you will need to click on the pencil icon next to the invoice you want to change.

Enter the amount you want and click Save Changes button.

Important Tip:

To undo the changes you've made, click on the Undo button next to the installment.

The amount displayed in red font on the subscription card is the modified installment amount. When you hover it says: "Next billing amount after the modification"

When you click the Invoices button, you'll see the modified amount in red font as well as the modified installment.
​

You'll get a warning message on the subscription card saying "This subscription requires your attention, please contact support if needed"
​

There is also a warning icon next to the installment that has failed. You'll have the option to make necessary changes and clear it by clicking the warning icon.
​

The warning message will then be removed from the subscription card.
​

This report is a new addition to the Billing Reports collection. On the left menu, please select Membership Billing and then click the Reports. Look for the Modified Invoice Report and click the Manage button.
​

Important Tip: