Send payment plans to clients

After creating a payment plan, you can send it to the account contact as a PDF download or directly by email from within Collections.

Steps

1. On the relevant account record, select Payment plan overview from the left menu.
2. Select a payment plan.
3. Select Send payment plan.
4. Select a format:
   • Download PDF - exports a file you can send externally.
   • Send by email - sends the plan directly to the account contact via Collections.
5. Clear the Background checkbox if you do not want the message to appear on company letterhead.
6. If sending by email, choose an email template. See Create Reminder Templates for instructions on creating new templates in the General template's settings.
7. Select Send to mail the message as-is or select Edit and Send to make changes in the rich text editor before sending.

Related Articles

• Create Payment Plans
• Edit or Delete Payment Plans
• Allocate Payments to Payment Plans
• About Account Records
• Create Reminder Templates

Need Help?

If the payment plan is not sending after selecting Send, confirm that the account contact has a valid email address on their account record. Contact the Billtrust Support team for further assistance.