> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Revising Installments

> Regenerate an installment plan on an Order, and understand what happens to pending, failed, and succeeded installments.

## Overview

Revising an installment plan rebuilds it. When you revise, fusionCore **deletes** the pending installments and **cancels** any failed ones, then generates a fresh schedule. Installments that have already succeeded are left untouched and carry over to the new schedule.

Because the existing pending installments are deleted, any manual edits you made to them — changed dates or payment methods — are lost when you revise.

## Prerequisites

* The Order already has an installment plan. See [Creating Installments](/end-user-guides/orders/installments/creating-installments).

## How to Revise an Installment Plan

<Steps>
  <Step title="Open Manage Installments">
    On the Order, click **Manage Installments**. You can find Orders on the **Orders** tab, or search for the Order in the **App Launcher** at the top left of the screen.
  </Step>

  <Step title="Click Revise Installments">
    In the Manage Installments component, click **Revise Installments**.

    <Frame caption="Revise Installments button">
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4858085421/image-20251209-183215.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=f0353de5496834c7a24ef03cce2ea1e2" alt="Revise Installments button in the Manage Installments component" width="1889" height="689" data-path="images/end-user-guides/4858085421/image-20251209-183215.png" />
    </Frame>
  </Step>

  <Step title="Make your changes">
    Edit the pending installments as needed. You can adjust every aspect of a pending installment here.

    Installments that have already been paid (succeeded) cannot be edited and will carry over unchanged to the new schedule.
  </Step>

  <Step title="Update the plan">
    When you are satisfied, click **Update Installment Plan** to save your changes.

    <Frame caption="Update Installment Plan button">
      <img src="https://mintcdn.com/fusionspan/dgaf-BkijdfqhSNr/images/end-user-guides/4858085421/image-20251209-184033.png?fit=max&auto=format&n=dgaf-BkijdfqhSNr&q=85&s=0011c12647c028c94e5a89b7bbfb055f" alt="Update Installment Plan button" width="1867" height="712" data-path="images/end-user-guides/4858085421/image-20251209-184033.png" />
    </Frame>
  </Step>
</Steps>

<Warning>
  Updating the plan **deletes** the existing pending installments and **cancels** any failed ones before regenerating. Any manual edits to pending installments — dates or payment methods you changed by hand — are lost. Installments that have already succeeded are not affected.
</Warning>

## Limitations and Common Pitfalls

* **Regenerating deletes pending installments.** A revise removes the current pending installments and replaces them. Manual edits to those pending installments do not survive the revise.
* **Failed installments are cancelled, not preserved.** Installments in a Failed state are cancelled during a revise. Only succeeded installments carry over.
* **The same generation blocks apply.** A revise generates a new plan, so the same Order-state restrictions from [Creating Installments](/end-user-guides/orders/installments/creating-installments) apply (for example, a quote-and-activated Order or a voided Order).
* **The Order roll-up fields are formula-driven.** `Next_Installment_Date__c` and `Next_Installment_Balance_Due__c` are formula fields and cannot be edited directly; they recalculate from the regenerated plan.