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?
Manually ending a 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 customer, invoice, or debt collection case page. Choose 'Actions' at the top right and select 'Deactivate'.
After deactivating the payment plan, the regular reminder process will continue.
Automatically ending payment plans
You can also have payment plans terminated automatically if they have not been paid within the payment term:
Open your administration settings.
Go to the 'Invoicing' tab on the left.
Enable the 'Automatically deactivate payment plans' toggle and determine how many days after the due date the plan should be terminated if the customer has not yet paid.
The due date in this setting refers to a scheduled instalment in a payment plan. This does not have to be the last instalment of a payment plan, but applies to every instalment within the plan.
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?