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Version 7.1 by Isaac Mejia on 2026/06/08 20:00
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 This portion of the guide will walk you through the fields that need to be adjusted to correct down payment invoices.
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5 [[image:1559986327.png]]
6 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.
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8 [[image:1560150170.png]]
9 **Membership Dates**: Unless the dates of the agreement need to be adjusted, you can leave this page as is and select **Next.**
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11 [[image:1562869767.png]]
12 **Initiation Fee**: Enter the correct amount in the New Value column, even if it is not changing.
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14 [[image:1562738722.png]]
15 **Last Down Payment Method:**Select the appropriate option in the drop down menu.
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17 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.
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19 [[image:1560182863.png]]
20 **Note:**  The reports will be updated according to the replacement information entered.
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22 [[image:1560248466.png]]
23 Select to **Calculate Finance Info** to verify the Total Sales Price reflects the changes correctly.
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25 [[image:1559986335.png]]
26 **Renewal Terms**: If no adjustments need to be made, select **Next**.
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28 [[image:1560248474.png]]
29 **Replacement Reason**: Description of replacement that can be referenced at a later date.
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31 Review all information to ensure accuracy. If anything needs to be adjusted, select **Previous** and make the necessary changes prior to submitting the replacement.
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33 [[image:1559986341.png]]
34 After you select **Submit**, you can review and print the new agreement.