Create a Payment Plan

Search for and access the account

Click the Add Event button

Click Arrangement in the Event Modal

Click the Status dropdown

Select the appropriate Status

• Pending: The payment plan is in process

• Canceled: The payment plan has been broken or no longer applies

• Complete: The payment plan is complete and closed out

Click the Transaction Date calendar icon

Select the Transaction Date

Type any notes into the Note field

Click the Arrangement Type dropdown

Select an Arrangement Type

• Guarantee: A promise to pay made by the resident

• Inquiry: The resident is seeking information about a payment plan

• Medical: The payment plan is related to medical emergencies or insurance settlements

• Payment Plan: The resident has entered into a formal agreement to pay by a certain date

• Received: Payment has been received, and the payment plan is concluded

Type the Guarantor into the Guarantor field

Click the Request Date calendar icon

Select the date the Payment Plan was requested

Click the Due Date calendar icon

Select the date the payment is due

Type the amount of the payment into the Amount field

Type any notes in the Note field

Repeat steps 9 through 17 as necessary to build out the payment plan

Click Save