---
title: "Viewing Collections History and Payment Plans"
slug: "viewing-collections-history-and-payment-plans"
updated: 2026-07-14T21:16:26Z
published: 2026-07-14T21:16:26Z
canonical: "help.idibilling.com/viewing-collections-history-and-payment-plans"
---

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

# Viewing Collections History and Payment Plans

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.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83171.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)

#### 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.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83373.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)

You can add a plan for a single payment or monthly payments.

**(Show Picture)**

#### Single:

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83376.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)

#### Monthly:

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83377.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)

When you choose monthly payments, the system creates a series of single payments equal to the the specified number of months.

**(Show Picture)**

Example - Three monthly payments

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83514.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)
- To close a plan, click the Close icon (![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83379.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D) ). 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

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83517.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)
- To edit a plan, click the pencil icon. This opens the Edit dialog which is equivalent to the Add dialog.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83383.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A56Z&se=2026-11-14T11%3A51%3A56Z&sr=c&sp=r&sig=hC93SH%2B8IiKt2V8za%2FGUnKyhOb6WA3SSSnf5T3ruvrk%3D)