Payment Management
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      How to Reschedule an Expired payment?

      How to reschedule expired payments scheduled in TaxPay.

      To reschedule an expired payment for a client, from the Dashboard:

      1. Select Clients
      2. Select Manage
        Reschedule Payments
      3. Select Payment Schedule
      4. Select the payment type in need of rescheduling
      5. Select ➕Add located near the top right corner of the list
        Reschedule Payments (1)
      6. Input the required details for the payment along with the updated payment date.
        Hit the Save button at the bottom.
        Reschedule Payments (2)

      Complete!