Overview
Below is a simple flow of an account with an aligned payment plan with a four-$100-payment schedule and recurring invoice charges. It outlines the creation of a payment plan, and the account and payment plan balances and payments on four invoices.
Invoice 1 01-Oct-2025
| Account Summary |
| Previous Balance |
$300.00 |
| Payments |
($300.00) |
| Remaining Balance |
$0.00 |
| Recurring Charge |
$100.00 |
| Payment Plan (Term 1) |
$100.00 |
| Total Amount Due |
$200.00 |
| Account Activity |
| Previous Balance |
$300.00 |
| Payment Details |
| Payment Plan Activated |
($300.00) |
| Payment Totals |
($300.00) |
| Remaining Balance |
$0.00 |
| Payment Plan Details |
| Start Date: |
01-Oct-25 |
| Payment Plan Total: |
$300.00 |
| Remaining Balance |
$300.00 |
Invoice 2 01-Nov-2025
| Account Summary |
| Previous Balance |
$200.00 |
| Payments |
($200.00) |
| Remaining Balance |
$0.00 |
| Recurring Charge |
$100.00 |
| Payment Plan (Term 2) |
$100.00 |
| Total Amount Due |
$200.00 |
| Account Activity |
| Previous Balance |
$200.00 |
| Payment Details |
| Payment Totals |
($200.00) |
| Remaining Balance |
$0.00 |
| Payment Plan Details |
| Start Date: |
01-Oct-25 |
| Payment Plan Total: |
$300.00 |
| Remaining Balance |
$200.00 |
Invoice 3 01-Dec-2025
| Account Summary |
| Previous Balance |
$200.00 |
| Payments |
($200.00) |
| Remaining Balance |
$0.00 |
| Recurring Charge |
$100.00 |
| Payment Plan (Term 1) |
$100.00 |
| Total Amount Due |
$200.00 |
| Account Activity |
| Previous Balance |
$200.00 |
| Payment Details |
| Payment Totals |
($200.00) |
| Remaining Balance |
$0.00 |
| Payment Plan Details |
| Start Date: |
01-Oct-25 |
| Payment Plan Total: |
$300.00 |
| Remaining Balance |
$100.00 |
Invoice 4 01-Jan-2026
| Account Summary |
| Previous Balance |
$200.00 |
| Payments |
($200.00) |
| Remaining Balance |
$0.00 |
| Recurring Charge |
$100.00 |
| Payment Plan (Term 4) |
$100.00 |
| Total Amount Due |
$200.00 |
| Account Activity |
| Previous Balance |
$200.00 |
| Payment Details |
| Payment Totals |
($200.00) |
| Remaining Balance |
$0.00 |
| Payment Plan Details |
| Start Date: |
01-Oct-25 |
| Payment Plan Total: |
$300.00 |
| Remaining Balance |
$0.00 |
