CHANGE A PAYMENT PLAN AFTER CASE WAS CLOSED
AFTER I HAVE COLLECTED PAYMENT I NEED TO DELETE THE PAYMENT PLAN AND RECREATE IT. [*NOTE: THE TOTAL BOND AMOUNT AND FEES DID NOT CHANGE, IF THEY DID SEE THE ARTICLE FOR “THE BOND CHANGED AND I NEED TO UPDATE PAYMENT PLAN”.
READ: YOU WILL NEED A MANAGER TO DELETE THE PAYMENT PLAN AS SHOWN IN STEP 3
MANAGER Step 1:
MANAGER select the Payment Plan Tab and click the 3 Dots at the top of the plan and select “DELETE”.
STEP 2: 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 3: Click “ACTIVATE” on the Payment Plan (you may need to refresh your screen after).