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Overview
Need to remove a future payment from a client’s schedule — or bring one back after cancelling it by mistake? This quick guide shows you how to cancel a scheduled charge and how to reinstate it if needed. Perfect for when clients pause temporarily or you need to tidy up billing manually.
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Prerequisites
Before you begin:
- Make sure the client has an active membership with upcoming scheduled payments
- Know which payment you want to remove or reinstate
Step-by-step instructions
Step 1: Open the client’s payment schedule
- Go to the Clients section
- Search for and select the client (e.g. Aaron)
- Scroll to the bottom of the profile
- Click into the Memberships section
- Click the eye icon on the active membership
Step 2: Remove a scheduled payment
- In the future payment schedule, find the upcoming payment you want to cancel
- Click the X icon on the right side
- The payment will be removed from the schedule
Tip: Only future (not past) payments can be removed this way.
Step 3: Reinstate a cancelled payment (if needed)
- If you removed a payment by mistake, simply click the Reinstate button next to the cancelled entry
- The payment will return to the list, scheduled on its original date
Tip: Reinstate is only available until the original payment date passes.
Expected outcome
You’ll be able to remove a specific future payment from a client’s membership — and reinstate it easily if needed, without changing the rest of the schedule.
FAQs
Q: Can I remove more than one payment at a time?
A: Yes — you can repeat the steps for multiple entries, but each must be removed individually.
Q: What happens if I forget to reinstate a payment?
A: That billing cycle will be skipped. If needed, you can create a one-off charge to catch up.
Q: Can I move a payment instead of removing it?
A: Yes — see the article on [CORE | Move a Client’s Payment Schedule Forward].
Still need help?
Reach out to our support team via support@hapana.com
