---
title: "Payment Plans Tab"
slug: "payment-plans-tab"
updated: 2026-08-10T20:15:52Z
published: 2026-08-10T20:15:52Z
canonical: "help.idibilling.com/payment-plans-tab"
---

> ## 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.

# Payment Plans Tab

The **Payment Plans** tab lets you view deferred payment plans for a customer account.

To view these deferred payment plans, click the **Payment Plans** tab in the Treatment window. It lists all payment plans that currently exist for this account.

The **Payment Plans** tab provides the following information:

| ***1st column*** | Flag indicators: - Red - follow-up is past due and requires action - Orange - follow-up is due today and requires action - Green - closed follow-up - Yellow - follow-up with a due date in the future |
| --- | --- |
| Payment Amount | Amount that is due for this plan. |
| Description | Description of this payment plan. |
| Promise to Pay Date | Date the customer has agreed to pay the amount that is due. |
| Follow-Up Date | Date upon which a follow-up on this account is required. Typically this is set to one day after the Promise to Pay Date. |
| Last Modified | Date and time of the last modification to this payment plan. |
| User Name | User ID of the last user to modify this payment plan. |

- You can use the standard Sort, Filter and Find functionality in this window.
- Additional functions from this tab include:

#### Adding/Editing a Payment Plan

To add a payment plan to a customer account, the account must be in collections and assigned to a collections person/group.

> [!NOTE]
> Note:
> 
> If a payment plan includes more than one payment, each payment must be entered as a separate payment plan. For example, if a customer agrees to pay off their overdue balance in 3 equal monthly payments, you must add 3 payment plans to the account (one for each payment).

To add or edit a payment plan, right-click anywhere within the **Payment Plans** tab and select **New/Edit**, and **e**nter the required information as described below:

| Amount | Amount of the payment, in dollars and cents. |
| --- | --- |
| Promise to Pay Date | Select/enter the date the payment is due. |
| Follow-Up Date | Select/enter the date upon which the collections person/group assigned to this account needs to follow-up on this payment. |
| Description | Additional information regarding this payment plan. > [!NOTE] > Note: > > To enter a carriage return (start a new line), hold down the **Ctrl** key and press **Enter**. |

Click **Save** to add the payment plan to the customer account:

- The Payment Plan window is closed.
- The new payment plan is added to the **Payment Plans** tab in the Treatment window.
- The Status field on the **Collection Detail** tab is changed to “Deferred Payment Plan.”
- A follow-up is generated to remind the person/group assigned to this account to verify this customer’s payments on the specified Follow-Up Date.

Notes:
  - This follow-up appears on the **Follow-Ups** tab in the Customer # window for this account. The Action Date on the **Follow-Ups** tab is the Follow-Up Date.
  - In order for follow-ups to appear on the **Follow-Ups** tab in the Customer # window, the following permission must be enabled in your Permission Profile - **Application > CostGuard Client > Customer Management > Customers > Follow-Ups**.

#### Closing a Payment Plan

To close an existing payment plan, right-click on the plan you want to close within the **Promise to Pay** tab and select **Close**.