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Payment Plans 

This feature helps teams collect larger balances over time through automated recurring payment schedules using either ACH or Credit Card payment methods.

What Are Payment Plans?

Payment Plans allow you to:

  • Split outstanding invoice balances into recurring installments
  • Automatically collect scheduled payments from customers
  • Track payment schedule progress and statuses
  • Pause or resume recurring collections at any time
  • Monitor upcoming customer commitments directly inside AR Workflow

Where to Find Payment Plans

To access the feature:

  1. Navigate to Payments
  2. Hover over Payment Plans
  3. Click Add Payment Plan

Creating a Payment Plan

When creating a payment plan, AR Workflow allows you to configure:

Customer Information: Select the customer associated with the payment plan.

Payment Method: You can collect installment payments using:
  • ACH
  • Credit Card

Invoice Selection: Choose one or multiple outstanding invoices to include in the installment schedule.


Recurrence Options

AR Workflow currently supports:

  • Daily Installments
  • Weekly Installments
  • Monthly Installments

The system automatically generates the future payment schedule based on the recurrence pattern selected.

Installment Schedule Preview

Before saving the plan, AR Workflow provides a full schedule preview showing:

  • Future payment dates
  • Installment amounts

This allows you to review the payment structure before activating the plan.

Payment Plan Statuses

Each payment plan includes status tracking for easier management.

  • Active: The payment plan is currently running and future installments will continue processing automatically.
  • Paused: Future scheduled payments are temporarily stopped until resumed.
  • Completed: All installments have successfully processed and the payment plan has finished.


Pause & Resume Functionality

Payment Plans can be paused at any time if adjustments are needed.

When resumed, future scheduled installments continue processing normally based on the updated schedule.

Installment Payment Statuses

Each scheduled installment includes detailed processing visibility.

Possible installment statuses include:

  • Pending: Installment is scheduled but not yet processed

  • Succeeded: Payment processed successfully

  • Failed: Payment attempt was unsuccessful

  • Returned: ACH payment was returned by the bank

  • Refunded: Payment was refunded

Editing Payment Plans

If changes are made to a payment schedule, AR Workflow will dynamically recalculate future installments automatically.

Examples include:

  • Adjusting installment amounts
  • Modifying recurrence timing
  • Updating future payment dates

Customer History & PTP Visibility

Upcoming scheduled installments appear directly inside Customer History / Promise-to-Pay tracking areas, allowing teams to quickly see future payment commitments tied to the customer.

Invoice Dependency Handling

Payment Plans remain connected to the invoices included in the schedule.

If invoices are updated or deleted, AR Workflow automatically evaluates how those changes impact the associated payment schedule.

Best Practices

We recommend:

  • Reviewing installment schedules carefully before activation
  • Confirming customer payment methods are valid and up to date
  • Using ACH for larger installment amounts when possible
  • Monitoring Failed or Returned installment statuses regularly

 

Need Help?

If you have any questions about Payment Plans or encounter unexpected behavior while creating schedules, please contact the AR Workflow Support Team.

📧 support@arworkflow.com