Replacement Wizard - Adjust A Down Payment Invoice

This portion of the guide will walk you through the fields that need to be adjusted to correct down payment invoices.

As an example, the contract above shows a down payment collected in house, but it needed to be processed by eFit Financial and is an invalid amount.

Membership Dates: Unless the dates of the agreement need to be adjusted, you can leave this page as is and select Next.

Initiation Fee: Enter the correct amount in the New Value column, even if it is not changing.

Last Down Payment Method: Select the appropriate option in the drop down menu.

Select to Disregard the last down payment and collect new down payment. This will remove the previous down payment and add a new down payment to the member’s account.

Note: The reports will be updated according to the replacement information entered.

Select to Calculate Finance Info to verify the Total Sales Price reflects the changes correctly.

Renewal Terms: If no adjustments need to be made, select Next.

Replacement Reason: Description of replacement that can be referenced at a later date.

Review all information to ensure accuracy. If anything needs to be adjusted, select Previous and make the necessary changes prior to submitting the replacement.

After you select Submit, you can review and print the new agreement.