---
title: "How to Change Payments"
canonical: "https://bizcore.refined.site/space/BCKB/1952972873/How%20to%20Change%20Payments"
format: markdown
---
> Macro (toc)

# **Overview**

Biz Core allows users to change individual payments amounts and dates, or reschedule an entire payment plan. However payments cannot be changed on the day they are due, so users must ensure any updates are made at least 24 hours before the next scheduled payment.

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> ⚠️ When changing an individual payment within a plan, users must ensure they have written or recorded verbal authorisation consenting to the change. 
> ⚠️ 
> ⚠️ If users are changing details of an entire payment plan, such as the amount, date or frequency, altering a scheduled Once-Off payment, it is important to get signed Authorisation consenting to the updated Agreement. See [How to Get a New Form Signed](https://bizcore.refined.site/space/BCKB/1953693733/How+to+Get+a+New+DDR+Service+Agreement+Form+Signed) for help.

# **Change a Payment**

From within the Agreement Summary users have several options to adjust a customer's Payment Agreement:

> ℹ️ Refer to [How to Access a Payment Agreement](https://bizcore.refined.site/space/BCKB/1953333301/How+to+Access+a+Payment+Agreement)** **for help locating an agreement.

## **Change a Scheduled Once-Off Transaction**

To change a single Once Off transaction that is scheduled in an existing agreement:

- Navigate to the Transactions ledger within the Agreement Summary, users will see the Scheduled Once-Off payment listed here:

![image](media://77633d53-3953-4fbf-934f-b0084fee5966)

- Click the **Pencil **✏️ icon on the right-hand side of the scheduled payment to dropdown the Edit menu, users can enter the new Amount or Date into the field and then click the **Tick **:check_mark: icon to confirm:

![image](media://23503ac6-8563-4d06-98e0-4d081ed88391)

> ✅ The Once Off transaction has been successfully changed.

## **Change all Payments in a Recurring Agreement**

To change all future scheduled payments in an existing recurring agreement:

- Click on the **Delete All Scheduled Transactions** icon inside the Agreement Summary, and confirm by clicking **YES** in the popup box:

![image](media://ee4b10c8-d2b9-4cc3-9209-ca1abf4b0bd0)

- From within the same window, users can click on the **Add Scheduled Transaction** icon to launch the Transaction wizard:

![image](media://8d3184e0-b92f-42d9-bf16-a4d6a290bca2)

- Inside the popup wizard users must ensure to select **Recurring** and input the details of the Payment Agreement, reflecting any changes, before clicking **SUBMIT** to confirm:

![image](media://b49bcb93-5fdd-4e09-924b-98a312218d0a)

> ✅ The user has now successfully changed all future payments of a Recurring transaction.

## **Change a Single Payment within a Recurring Agreement**

To adjust a single scheduled payment within an existing recurring agreement:

- Users navigate to the Transactions ledger inside the Agreement Summary, this contains a list of all future scheduled payments associated with the agreement, sorted with next scheduled payment at the top:

![image](media://b8e690f2-c7d6-46ff-ae2c-2c37dca33781)

- Users can locate the individual payment they want to adjust, click the **Pencil **✏️ icon on the right-hand side of the scheduled transaction to dropdown the Edit menu, enter their changes into the field and then click the **Tick **:check_mark: icon to confirm:

![image](media://16394954-6120-46e8-918e-c8b58976eafc)

> ✅ After completing this process the user has successfully edited an individual payment within a recurring payment agreement.