Payment Plan
Michelle
2 days ago
Media playerAudio player with custom controls for playback, volume, seeking, and more. Use space bar to play/pause, Shift + arrow keys (←/→) to seek, and arrow keys (↑/↓) to adjust volume.
0:002:35
Summary
I show how to set up a payment plan for a past‑due balance in Current. I walk through opening the customer’s account, selecting Payment Plan, entering the plan amount, any forgiveness or down‑payment, choosing the number of months and first payment date, and watching the monthly payment update. I then enable email/text reminders, optionally generate a signed agreement, save the plan, locate it on the Delinquency pages, and explain how to terminate the plan early and adjust any remaining credits.