The Payment Plan Status Report allows you to review the status of all active payment plans or only those with a past due payment for the location that you are currently logged in to. You can use this report to help you contact guarantors who you need to collect money from. For each guarantor on the report, the following information appears: the name and phone number of the guarantor, the date and amount of the last payment, the starting date of the payment plan, the agreed upon payment amount (and interval), the total past due amount, and the balance of the payment plan.
To view the Payment Plan Status Report
How to get there
If you are not already viewing the correct location, select it on the Location menu.
On the Home menu, under Reports, click (or tap) Payment Plan Status.
The Payment Plan Status Report page opens.
On the Payment Plan Status Report page, select one of the following Guarantors options:
All - To include all guarantors with a payment plan.
With past due payment - To include only guarantors with a payment plan that is overdue for a payment.
Click (or tap) Search.
To print the report, click (or tap) Print.