Manage Payment Plans

Create a Payment Plan

1. Search for and access the account

2. Click the Add Event button
   

3. Click Arrangement in the Event Modal
   

4. Click the Status dropdown
   

5. 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

6. Click the Transaction Date calendar icon
   

7. Select the Transaction Date
   

8. Type any notes into the Note field
   

9. Click the Arrangement Type dropdown
   

10. 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

11. Type the Guarantor into the Guarantor field
    

12. Click the Request Date calendar icon
    

13. Select the date the Payment Plan was requested
    

14. Click the Due Date calendar icon
    

15. Select the date the payment is due
    

16. Type the amount of the payment into the Amount field
    

17. Type any notes in the Note field
    

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

19. Click Save
    

Search for a Payment Plan

1. Sign In to Utility Billing

2. Click the Query tab
   

3. Expand the General menu
   

4. Expand the Account menu
   

5. Click the Arrangement button
   

6. Locate the Account Number or Address in the table

7. Click the Arrangement URL
   

Edit a Payment Plan

1. Search for and access the payment plan

2. Edit any fields and update Notes as necessary

3. Click the red X to delete a row, if necessary
   

4. Click the Save button