--- 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 15, 2025 # 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 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** 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) 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. ![](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) Now, there's an indication of the Payment Plan status on the homeowner drawer and the grid. 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