Skip to Content

Replacement Wizard - Adjust A Down Payment Invoice

Version 11.1 by Isaac Mejia on 2026/06/08 20:03
Warning: For security reasons, the document is displayed in restricted mode as it is not the current version. There may be differences and errors due to this.

Failed to execute the [velocity] macro. Cause: [The execution of the [velocity] script macro is not allowed in [efit:KBArticleHeader.WebHome]. Check the rights of its last author or the parameters if it's rendered from another script.]. Click on this message for details.

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

1559986327.png
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.

1560150170.png
Membership Dates: Unless the dates of the agreement need to be adjusted, you can leave this page as is and select Next.

1562869767.png
Initiation Fee: Enter the correct amount in the New Value column, even if it is not changing.

1562738722.png
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.

1560182863.png
Note:  The reports will be updated according to the replacement information entered.

1560248466.png
Select to Calculate Finance Info to verify the Total Sales Price reflects the changes correctly.

1559986335.png
Renewal Terms: If no adjustments need to be made, select Next.

1560248474.png
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.

1559986341.png
After you select Submit, you can review and print the new agreement.