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Change an installment's due date or amount

Before you begin​

  • You need permission to record payables and receivables, and internet.
  • The installment must be open or partly paid.

Steps​

  1. In the main menu, click Financial, then Accounts payable or Accounts receivable. If you are inside another area, click ▾ next to the ← arrow at the top of the left menu and choose the area.
  2. Open the bill or the receivable.
  3. Go to the installments: the Installments tab in a bill, or Installments and receipts in a receivable.
  4. On the installment's line, click the calendar button (Edit installment).
  5. Fill in the New due date, the New amount, or both.
  6. Click Save changes.

Done​

The message "Installment updated" appears. The list, the totals and the overdue indicator are updated. Payments already made and the other installments do not change.

What can be changed​

  • Open installment, nothing paid yet: due date and amount.
  • Partly paid installment: only the due date.
  • Receivable created from a sale: only the due date. The amount comes from the sale.
  • Paid or cancelled installment, or a closed entry: nothing. The button is disabled and shows why.

Once an entry has a payment or receipt, its registration data (title, payee, category) can no longer be changed. Correct the installments instead.