THE BOND CHANGED
AFTER I HAVE COLLECTED PAYMENT THE BOND CHANGED AND IS NOW MORE
READ: YOU WILL NEED A MANAGER TO DELETE THE PAYMENT PLAN AS SHOWN IN STEP 3
Step 1: Click on “ACTIONS” and select “WIZARD”
Step 2: Scroll down to Step 3 in the Wizard to Click “UNLOCK”
Edit the bond amount as needed and click “SAVE”
MANAGER Step 3: MANAGER select the Payment Plan Tab and click the 3 Dots at the top of the plan and select “DELETE”.
STEP 4: Now you can click “ACTIONS” and “PAYMENT PLAN” to create a new payment plan. NOTE: Accept the previously paid amount as the Initial Payment, but if you want to take more money as part of the Initial Payment you will have to edit the payment plan as shown in Step 5 below.
NOTE: THE DOCUMENTS WILL NOT REFLECT THE CHANGE IN THE BOND AMOUNT AND PAYMENT PLAN UNLESS YOU CONFIRM YOU WANT TO RESET THEM AND NOTIFY THE INDEMNITOR TO RESIGN THEM
[*SEE HOW TO RESET DOCUMENTS IF NEEDED]
Step 5: Click “ACTIVATE” on the Payment Plan (you may need to refresh your screen after) and then go to the LAST payment in the plan and click the 3 DOTS for that payment and select “TAKE PAYMENT” and put in the additional amount of money you want to take today for the Initial Payment and select your Payment Method and follow the instructions.