How do I know when a payment plan has expired?
Dashboard
On the dashboard, in the 'Customers' widget you can see which payment plans have expired. This means that the last term of the payment plan is in the past, and the plan has not yet been paid (in full) by the customer.
Filter on 'Customers' page
You can also filter on expired payment plans. You do so on the 'Customers' page with the filter 'Attention' > 'Expired payment plan'.
Notification of completed or expired payment plans
Via 'Administration settings' > 'Notifications', you can specify that a notification will be emailed to your own administration when a payment plan expires.
How do I end the payment plan?
You can choose to adjust the payment plan or end it. When you end the payment plan, the original invoice reminder process will resume.
To end the payment plan, first open it from the debtor, invoice, or case page. Choose 'Actions' at the top right and select 'Terminate'.
After terminating the payment plan, the regular reminder process will continue.
How can I edit the payment plan?
You could also choose to adjust the payment plan to extend the terms or add or remove an invoice from the plan.
Read more: How do I edit a payment plan?