Payment Plans
The Payment Plans tab is used to review structured payment arrangements and their transaction history.
This view is useful for monitoring active plans, identifying declined or missed payments, and reviewing how far a consumer has progressed through an installment schedule.
Search and Filtering
Payment Plans includes search and filtering tools to help teams locate plan records quickly.
Search
You can search by constituent name.
Status Filter
You can also filter plans by status, such as viewing all plans or narrowing to a specific plan state.
Payment Plans Table
The Payment Plans table includes summary fields such as:
Constituent Name
Amount
Monthly
Frequency
Progress
Status
Next Payment
Created
This allows teams to review plan health and upcoming payment timing at a glance.
Plan Details
Selecting a payment plan expands the Plan Details section.
Plan Summary
The details section includes key plan fields such as:
Total Amount
Monthly
Progress
Next Payment
It also displays a payment progress bar to show how much of the plan has been completed.
Transactions
The Transactions section shows payment activity associated with the plan.
Displayed fields include:
Amount
Status
Date
Payment Type
This is useful for reviewing whether prior installments succeeded or failed and what payment method was used.
View Consumer
The plan details view also includes a View Consumer action, making it easy to navigate directly to the related consumer record for broader account review.
Common Use Cases
Teams commonly use Payment Plans to:
review installment plans by consumer
identify declined payments
monitor payment progress
check upcoming payment dates
investigate transaction history
navigate from a plan to the related consumer account
Best Practices
Review declined plans regularly to identify follow-up needs
Use progress and next payment date together to assess plan health
Check transaction history before reaching out about a missed payment
Use status filters to focus on the plans most relevant to your team
Summary
The Payment Plans tab gives teams a detailed view of recurring payment arrangements, including plan structure, current status, progress, and transaction history.