Collection Plans – Paystand Help Center

There are three ways to set up Collection Plans:

Invoice-level:
Go to the Receivables page
Select invoices
Click “Collections” button.
Customer-level:
Go to the Customers page
Select a customer
Turn the Collections setting ON
Global-level:
Go to the Collection Plans page
Create or edit a plan
Check “Make default plan” to apply it to all new invoices (you can exclude specific customers).

To manage all automated email communications, visit Receivables → Collection Plans.

To create a new plan, click the “Create Plan” button.

Each plan will need to include the following:

Plan Name: A name to identify the collection plan.
**Action:**Choose from the following actions to trigger the email:
A new receivable syncs/posts
- Before due date
- On due date
- After due date
- Repeat until fully paid
Include Message: Add a custom message to the email template.
Send Copies of This Email: Include additional emails to CC the reminder.
Make Default Plan: Check this box to set the collection plan as the default for all new and existing customers who do not have a collection plan or autopay setting enabled.

*If a default plan already exists, setting a new default plan will apply it to all customers under the previous default plan.

Collection Plans