--- title: User Guide - Homeowner Payment Plans description: This guide reviews how to set up and manage homeowner payment plans in Smartwebs --- [Skip to content](https://solutions.smartwebs.com/en-us/smartwebs-solutions/payment-plans#main-content) English - United States Show submenu for translations ![Logo-FullColor HOA management Platform-1](https://solutions.smartwebs.com/hubfs/Logo-FullColor%20HOA%20management%20Platform-1.svg) - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) Open main navigation Close main navigation - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) - English - United States Show submenu for translations - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) How can we help you? - There are no suggestions because the search field is empty. 1. [Smartwebs Solutions](https://solutions.smartwebs.com/en-us/smartwebs-solutions?hsLang=en-us) 2. [Accounting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us) 3. [Receivables](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#receivables) October 20, 2026 # User Guide - Homeowner Payment Plans ## This guide reviews how to set up and manage homeowner payment plans in Smartwebs In Smartwebs, you can set up payment plans for homeowners. Keep the following in mind before getting started:  - Only one payment plan can be setup per homeowner. - When a homeowner moves out, payment plans are disabled automatically. #### **Setting Up a Payment Plan** 1. Accounting \> Receivables \> Homeowners![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-35-35-6847-PM.png?width=1461&height=722&name=image-png-Apr-25-2025-02-35-35-6847-PM.png) 2. Search for the homeowner and click Options \> Payment Plan![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-35-47-2796-PM.png?width=1465&height=718&name=image-png-Apr-25-2025-02-35-47-2796-PM.png) 3. 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.![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-36-11-6563-PM.png?width=1012&height=621&name=image-png-Apr-25-2025-02-36-11-6563-PM.png) 4. 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.![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-39-16-3335-PM.png?width=981&height=605&name=image-png-Apr-25-2025-02-39-16-3335-PM.png) 5. Click Enable. You'll see a message popup in bottom right corner of screen verifying the payment plan was created.![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-39-25-4346-PM.png?width=980&height=604&name=image-png-Apr-25-2025-02-39-25-4346-PM.png) All payments associated with the unit will appear in the Payments tab.  **Disabling or Deleting a Payment Plan** When a payment plan is complete, you can disable or delete it. To disable a plan, navigate to the homeowner's payment plan drawer and click Disable. To delete a plan, click Delete. Note: Disabling a plan retains the plan's history, while deleting it removes the plan permanently. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-39-38-2156-PM.png?width=978&height=605&name=image-png-Apr-25-2025-02-39-38-2156-PM.png) #### **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. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-40-08-7276-PM.png?width=1459&height=713&name=image-png-Apr-25-2025-02-40-08-7276-PM.png) To apply this to the homeowner, you'll click Statuses in the homeowner drawer and the + button to the right of the status. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-40-22-1482-PM.png?width=994&height=606&name=image-png-Apr-25-2025-02-40-22-1482-PM.png)![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-40-34-5068-PM.png?width=965&height=623&name=image-png-Apr-25-2025-02-40-34-5068-PM.png) This will move the status to the right column, indicating the status is active on that unit. Click Save. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-40-45-1555-PM.png?width=957&height=607&name=image-png-Apr-25-2025-02-40-45-1555-PM.png) The Payment Plan status now appears on the homeowner drawer and in the grid. You can also filter homeowners by this status.![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-40-56-7457-PM.png?width=958&height=606&name=image-png-Apr-25-2025-02-40-56-7457-PM.png)![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-41-08-2540-PM.png?width=1453&height=713&name=image-png-Apr-25-2025-02-41-08-2540-PM.png)![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Apr-25-2025-02-41-45-0768-PM.png?width=1459&height=720&name=image-png-Apr-25-2025-02-41-45-0768-PM.png) - [Accounting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#main-content) - [1099's](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#1099s) - [General](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#general) - [General Ledger](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#general-ledger) - [Receivables](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#receivables) - [Payables](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#payables) - [Banking & Reconciliation](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#banking-reconciliation) - [Configuration & Setup](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#configuration-setup) - [Merchant Services](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#merchant-services) - [Reports](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#reports) - [Billing](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#billing) - [Payments & Deposits](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#payments-deposits) - [Homeowner Charges](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#homeowner-charges) - [Statements](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#statements) - [Collections](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#collections) - [Security Deposits](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#security-deposits) - [Administration](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#administration) - [Administrative](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#main-content) - [Owner Unit Management](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#owner-unit-management) - [User Management](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#user-management) - [Roles and Rights](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#roles-and-rights) - [Email Notification Preferences](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#email-notification-preferences) - [Satellite Offices](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#satellite-offices) - [Reporting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#reporting) - [Document Management](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#document-management) - [Security](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#security) - [Letter Parameters](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#letter-parameters) - [Zero Touch Mailing Service](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#zero-touch-mailing-service) - [Association Setup](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#association-setup) - [Vendor Management](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#vendor-management) - [Email and Custom Domains](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#email-and-custom-domains) - [Data Storage](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#data-storage) - [Support](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#support) - [Preferences](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#preferences) - [HOA and Data Transfers](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#hoa-and-data-transfers) - [Cancellations](https://solutions.smartwebs.com/en-us/smartwebs-solutions/administrative?hsLang=en-us#cancellations) - [Architecturals](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#main-content) - [Committee Member Guides](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#committee-member-guides) - [Board Member Guides](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#board-member-guides) - [Online Submit Forms](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#online-submit-forms) - [Arc Project Notifications](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-project-notifications) - [Arc CCRs and Project Types](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-ccrs-and-project-types) - [Arc Project Statuses and Expirations](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-project-statuses-and-expirations) - [Arc Letters](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-letters) - [Arc Admin, Settings, and Reports](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-admin-settings-and-reports) - [Arc Projects](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-projects) - [Arc Project Applications](https://solutions.smartwebs.com/en-us/smartwebs-solutions/architecturals?hsLang=en-us#arc-project-applications) - [Board and Committee Admin](https://solutions.smartwebs.com/en-us/smartwebs-solutions/board-and-committee-admin?hsLang=en-us#main-content) - [Meeting Minutes](https://solutions.smartwebs.com/en-us/smartwebs-solutions/board-and-committee-admin?hsLang=en-us#meeting-minutes) - [Communications](https://solutions.smartwebs.com/en-us/smartwebs-solutions/communications?hsLang=en-us#main-content) - [Mass Communications](https://solutions.smartwebs.com/en-us/smartwebs-solutions/communications?hsLang=en-us#mass-communications) - [Workflow](https://solutions.smartwebs.com/en-us/smartwebs-solutions/communications?hsLang=en-us#workflow) - [Security](https://solutions.smartwebs.com/en-us/smartwebs-solutions/communications?hsLang=en-us#security) - [General](https://solutions.smartwebs.com/en-us/smartwebs-solutions/general?hsLang=en-us#main-content) - [Frequently Asked Questions](https://solutions.smartwebs.com/en-us/smartwebs-solutions/general?hsLang=en-us#frequently-asked-questions) - [Lifestyle](https://solutions.smartwebs.com/en-us/smartwebs-solutions/lifestyle?hsLang=en-us) - [Mobile Applications](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#main-content) - [Offline App](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#offline-app) - [Portal App](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#portal-app) - [Mobile Online App](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#mobile-online-app) - [iOS Devices](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#ios-devices) - [Android devices](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#android-devices) - [FAQ](https://solutions.smartwebs.com/en-us/smartwebs-solutions/mobile-applications?hsLang=en-us#faq) - [Release Notes](https://solutions.smartwebs.com/en-us/smartwebs-solutions/release-notes?hsLang=en-us#main-content) - [Office Site Releases](https://solutions.smartwebs.com/en-us/smartwebs-solutions/release-notes?hsLang=en-us#office-site-releases) - [Application Releases](https://solutions.smartwebs.com/en-us/smartwebs-solutions/release-notes?hsLang=en-us#application-releases) - [Resident Portal](https://solutions.smartwebs.com/en-us/smartwebs-solutions/resident-portal?hsLang=en-us#main-content) - [Resident Guides](https://solutions.smartwebs.com/en-us/smartwebs-solutions/resident-portal?hsLang=en-us#resident-guides) - [Admin Guides](https://solutions.smartwebs.com/en-us/smartwebs-solutions/resident-portal?hsLang=en-us#admin-guides) - [Violations](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#main-content) - [Frequently Asked Questions](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#frequently-asked-questions) - [Violation Letters](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#violation-letters) - [Violation CCRs](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#violation-ccrs) - [Violation Policies](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#violation-policies) - [Mapping Units in Smartwebs](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#mapping-units-in-smartwebs) - [Setup and Configuration](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#setup-and-configuration) - [Reporting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/violations?hsLang=en-us#reporting) - [Work Orders](https://solutions.smartwebs.com/en-us/smartwebs-solutions/work-orders?hsLang=en-us#main-content) - [Work Order Management](https://solutions.smartwebs.com/en-us/smartwebs-solutions/work-orders?hsLang=en-us#work-order-management) - [Vendor Management](https://solutions.smartwebs.com/en-us/smartwebs-solutions/work-orders?hsLang=en-us#vendor-management) - [Flyers](https://solutions.smartwebs.com/en-us/smartwebs-solutions/flyers?hsLang=en-us#main-content) - [Lifestyle](https://solutions.smartwebs.com/en-us/smartwebs-solutions/flyers?hsLang=en-us#lifestyle) - [Resale](https://solutions.smartwebs.com/en-us/smartwebs-solutions/resale?hsLang=en-us) # Smartwebs 1015 S Mays St, Round Rock, TX 78664 [512-218-9996](tel:512-218-9996) [mailto:support@smartwebs.com](mailto:support@smartwebs.com) Copyright © 2026, Smartwebs