How To Set Up A Pay Plan

To set up a new pay plan:

  • Select the Account in question on Pay Plan - Main.
  • Select the Pay Plan Type for the type.
  • Identify a Third Party Payor if there is one.
  • Select a Pay Method.
  • Enter one or more Scheduled Payments. The Total Amount of the scheduled payments should cover the customer's Delinquent Debt if you want the pay plan to protect the customer from additional credit and collection activity.
  • Click the Save button.