Once a Payment Plan has been created for a Contact Record or Matter Record, it can easily be cancelled. 


Steps to Cancel a Payment Plan

1. Go to Billing > LollyPayments and use the Filter button to pull up your client's payment plan easily

2. Click the Action button at the far right of your client's Payment Plan card to open the options

3. Select "Cancel" and you will be prompted to confirm cancellation. Click "Confirm" to proceed with cancelling the payment plan