Collection Plans

The “Collections” button allows you to set up a Collection Plan, which consists of a series of email reminders sent to the payer on specific dates.

We provide a default Collection Plan, but you can create additional plans and customize them with various actions.

This feature is useful for automating payment reminders, eliminating the need for manual email notifications.

When setting a Collection Plan for a specific invoice, you have the following options:

• Select Collection Plan
• Select Payment Experience

Setting up Collection Plans

There are three ways to set up Collection Plans:

1. Invoice-level:
   1. Go to the Receivables page
   2. Select invoices
   3. Click “Collections” button.
2. Customer-level:
   1. Go to the Customers page
   2. Select a customer
   3. Turn the Collections setting ON
3. Global-level:
   1. Go to the Collection Plans page
   2. Create or edit a plan
   3. Check “Make default plan” to apply it to all new invoices (you can exclude specific customers).

To manage all automated email communications, visit Receivables → Collection Plans.

Create new Collection Plan

To create a new plan, click the “Create Plan” button.

Each plan will need to include the following:

• Plan Name: A name to identify the collection plan.
• Action: Choose from the following actions to trigger the email:
  • A new receivable syncs/posts
  • Before due date
  • On due date
  • After due date
  • Repeat until fully paid
• Include Message: Add a custom message to the email template.
• Send Copies of This Email: Include additional emails to CC the reminder.
• Make Default Plan: Check this box to set the collection plan as the default for all new and existing customers who do not have a collection plan or autopay setting enabled.

*If a default plan already exists, setting a new default plan will apply it to all customers under the previous default plan.