Change Payment Method on Invoice

[datawebcorp]

I created a package for my client and erroneously selected CREDIT CARD instead of CHECK as the payment method. Now the recurring invoice has been created and it is looking for a CREDIT CARD. I changed the package to CHECK so future recurring invoices should be correct, but I seemingly cannot change the invoice that was already created. While logged-in as Admin I can view the invoice and I can select CHECK, but it reverts back to CREDIT CARD after I save it.

 

While searching the forums it seems someone else had a similar issue and the suggestion was to login as the client to make the change. I have logged-in as the client but cannot see how to change the invoice from CREDIT CARD to CHECK.

 

Please advise.

 

Thanks.

[Matt]

Not sure why you wouldn't be able to change it from the admin area. Changing it via the Options tab and clicking Save should work.

 

Matt

[datawebcorp]

That's what I would expect. It doesn't. Would you like to login and see? Thanks for your help.

[datawebcorp]

OK. Quick update: I changed the payment method and then clicked on the the Save Changes button at the BOTTOM of the page. Apparently I need to click the Save Changes button that appears immediately under the options (in the middle of the page).

 

Frankly, I would expect all the Save Changes buttons that appear on the screen to save changes that were made on that screen.

 

But I think my problem is resolved.

 

Thanks.