Assign a Collections Plan to an invoice

Once you have created a Collection Plan, you can assign it to an invoice; this means the plan will only affect the invoice(s) of your selection. There are some considerations when assigning plans at an invoice level:

  • You can assign the same plan to different invoices as long as they belong to the same payer
  • If you want to assign the same plan to invoices of different payers, select the receivables of one payer first, assign the plan, and then follow the same directions with the next payer
  • If you have multiple subsidiaries make sure you select the their correspondent billing portal


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