Use a Change Amount Patch when you need to temporarily increase or decrease a customer's regular payment amount for a set period. This allows you to adjust scheduled payments without permanently changing the contract.
A Change Amount Patch temporarily overrides the payment schedule between selected dates and then automatically reverts to the original amount when the patch ends. It can be applied to recurring payments without affecting ad hoc collections.
šNote: Changing a payment amount using a patch doesn't send an amendment letter unless amendment letters have been enabled for your account. If they aren't enabled, you must notify the payer of the change.
šNote: If you need to apply multiple patches at once, see the Bulk addition of patches guide.
Add a change amount patch
Within the CUSTOMERS tab, find the customer by searching any of the fields.
Click View Customer the eye icon, this opens the customer's PROFILE.
Click the customerās CONTRACTS tab within their profile.
On the schedule that you wish to amend, click the double green cog icon.
Select Temporary Change (Patches) from the dropdown.
Select Change Amount and click Next Step.
Enter the new payment amount and select the start date and end date.
Check the confirmation message shows both selected dates are included.
Click Save Change.
The payment amount will be updated for the selected period and will return to the original amount after the patch ends.
šNote: Set the end date to a suitable future date that reflects how long the temporary change is needed.
Schedule validation rules
To prevent conflicts between patches and future schedule changes, the following rules apply:
If a future patch exists, you can't create a frequency switch schedule version that overlaps with it.
Patches can't be created or extended beyond the start date of a future schedule version.
Future schedule versions can't be deleted while a patch is attached. You must remove the patch first.
These rules apply whether changes are made through the user interface, file upload, or API.
Remove a patch
Remove a patch if it's no longer needed and the patch start date is still outside your payment request notice period.
Find the patch on the contract and select the Delete icon.
The patch is removed and the payment schedule returns to its original configuration.
šNote: If you're uploading changes to multiple contracts and the upload fails, check whether any of the affected contracts have a temporary payment change applied. Remove the temporary payment change before uploading the changes again.
End a patch early
If you need a temporary payment change to finish sooner than planned, you can update the patch end date before the payment submission deadline for the next payment.
Find the patch on the contract.
Select the Edit icon and update the end date.
Click Save.
The patch will end on the new date and the original payment amount will resume afterwards.
Check a patch
Use Calendar View to confirm that the patch has been applied and that the payment amount changes during the expected period.
Open the customer's CONTRACTS tab and select Calendar View.
Check that the patch period is highlighted.
Confirm that the payment amount has changed for the selected dates.