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How to Fix Overscheduled/Underscheduled Payments

How to Fix Overscheduled/Underscheduled Payments

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Payment Plan Status.

  3. Review orange guided text for summary of over/underscheduled invoices.

  4. Click the Over/Underscheduled column to sort.

    1. Amounts Within Parentheses = Underscheduled (ex: $7,500)

    2. Positive Amounts = Overscheduled (ex: $500)

  5. Click Balance Payments.

    1. Note: if at least one scheduled payment is within the filtered date range, all the remaining payments will be adjusted automatically

  6. Once the balancing function is complete, an alert will show how many invoices were affected.

See also Overscheduled/Underscheduled Payments

 

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