In Smartwebs, you can set up payments plans for homeowners. A few notes about payment plans:
- Only one payment plan can be setup per homeowner.
- When a homeowner moves out, payment plans are disabled automatically.
Setting Up a Payment Plan
- Accounting > Receivables > Homeowners
- Search for the homeowner and click Options > Payment Plan
- Create line items of each payment due date along with the amount due. After each line, you'll click the disk to save and a new blank line will appear. You can use the pencil to edit a line or the X to delete the line.
- Upload any documents related to the payment plan (emails, PDF's, etc)
OPTIONAL: If you need to add a charge associated with the plan, you can also do this in this drawer by clicking + Add Charge.
- Click Enable. You'll see a message popup in bottom right corner of screen verifying the payment plan was created.
Payments on the unit will appear under the Payments.
Disabling/Deleting Payments Plans
When a payment plan has finished, you'll need to disable or delete the plan. 
Status
To help quickly identify who is on a payment plan, we recommend creating a status.
You can do this in Accounting > Settings > Legal Statuses. Then click Add Status. 
To apply this to the homeowner, you'll click Statuses in the homeowner drawer and the + button to the right of the status. 
This will move the status to the right column, indicating the status is active on that unit. Click Save. 
Now, there's an indication of the Payment Plan status on the homeowner drawer and the grid. You are also able to filter by that status.
