Payments Overview

The Payments section gives your team a centralized place to review consumer payment commitments and active payment arrangements.

The section is organized into two tabs:

• Payment Promises

• Payment Plans

Use Payments to monitor commitments made by consumers, track installment activity, review payment status, and investigate plan-level details when follow-up is needed.

What You Can Do in Payments

Teams commonly use the Payments section to:

• review payment promises made during engagement

• monitor active and inactive payment plans

• search for a consumer or account

• filter plans by status

• review payment progress

• inspect transaction history

• export payment data for reporting or operations

• navigate from a payment record to the consumer record

When to Use Payments

Use the Payments section when you need to understand whether a consumer has committed to pay, is enrolled in a plan, has missed installments, or has recurring payment activity that needs review.

Summary

The Payments section provides visibility into both one-time payment commitments and recurring payment arrangements so teams can track follow-through more effectively.