### Setting up Collection Plans

There are three ways to set up Collection Plans:

1. Invoice-level:
1. Go to the Receivables page
2. Select invoices
3. Click “Collections” button.
2. Customer-level:
1. Go to the Customers page
2. Select a customer
3. Turn the Collections setting ON
3. Global-level:
1. Go to the Collection Plans page
2. Create or edit a plan
3. 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.

### Create new Collection Plan

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.

[Prev](https://support.paystand.com/hc/en-us/articles/29342162980251-Autopay "Autopay") [Next](https://support.paystand.com/hc/en-us/articles/29341722001051-Virtual-Terminal "Virtual Terminal")

#### Table of contents

Collection Plans

- [Collection Plans](https://support.paystand.com/hc/en-us/articles/29342027827995-Collection-Plans#collection-plans-0-0)
- [Setting up Collection Plans](https://support.paystand.com/hc/en-us/articles/29342027827995-Collection-Plans#h_01J83H7MVASJBY6WS4GHJ7HTWS)
- [Create new Collection Plan](https://support.paystand.com/hc/en-us/articles/29342027827995-Collection-Plans#h_01J83HDYV6RQ1J2787KHDHHJRT)