Payment Plan Topics

Payment Plan Basics

What is a Payment Plan? Consistent planned payments may easily be managed in Collect! using a Payment Plan.

Payment Plan - Quick Tour

This is a quick tour of the steps involved when you set up a Payment Plan on an account.

Payment Plan - Step By Step

Step by step, this topic walks you through creating a Payment Plan. After the Plan is created, managing financial activity on the account is also covered.

Payment Plan Setup Basics

Default values may be set to be used whenever you enter a new Payment Plan.

Payment Plan Actions

Automate processing with Payment Posting Options settings that evaluate payments received.

Coupon Books With Payment Plans

Print a book of scheduled payment coupons to give to your debtor when a payment plan is posted.

Run Plan on Last Payment Date

This topic explains how you can schedule a contact plan to run on the last payment date of any payment schedule you set up. This is a very flexible feature.

Billing Tree Module

The Billing Tree add-on module feature enables you to automatically process payments by credit card or bank draft. You can post single payments or set up a schedule for recurring payments.

See Also

- How To Manage Promised Payments