Overscheduled/Underscheduled Payments

Purpose: Understand overscheduled/underscheduled payments and the resolution logic

Best Practices & Notes

  • Button only appears when there are 1+ orders overscheduled/underscheduled

  • If overscheduled, clicking the button will reduce scheduled amounts evenly across all dates

  • If underscheduled, clicking the button will increase scheduled amounts evenly across all dates

  • Once complete, an alert will show how many invoices were affected

Additional How Tos & Guides

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