The right side of this page has tabs for viewing the Collections history, and Promise to Pay Plans (if any). These plans are set up and managed via the Desktop Client.
The Payment Plans tab displays open and overdue payment plans by default. You can click the filter icon to include closed payment plans.
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Working with Payment Plans
When a customer is in collections and the Assigned field is populated, you can add one or more payment plans.
To add a payment plan, click the + icon on the Payment Plans tab.
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You can add a plan for a single payment or monthly payments.
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Single:
Monthly:
When you choose monthly payments, the system creates a series of single payments equal to the the specified number of months.
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Example - Three monthly payments
To close a plan, click the Close icon (
). Closing the plan:Closes the follow-up (also, closing the follow-up closes the Payment Plan)
Gives you the option to take the customer out of collections if it is the last plan
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To edit a plan, click the pencil icon. This opens the Edit dialog which is equivalent to the Add dialog.
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