When a payment plan is active for a debtor, you have the option to send the payment plan to a debtor.
How to send a payment plan?
- On the debtor sheet click on the tab Payment plan overview in the left menu
- Select the payment plan you want to send
- On the details page of the payment plan for the debtor: hit the button Send payment plan
- You have the option to download a PDF for the payment plan or just send it by email. When emailing select a template for the payment plan and hit the Send-button.
Tip: You can always preview the message (with the used template). Just select the Edit and Send-button.