To view information about customer payment plans, run the Payment Plan report. This report lists each customer's payment plans, including the payment plan number, date created, receipt number, billing cycle, first payment date, amount charged and paid, and balance due.
Go to Reports > Financial Reports > Payment Plan.
In the Filters section, select the Customers, Purchase Dates, Revenue Sites, Transaction Sites and/or any other information that you want to use to filter the report.
In the Options section:
To show only past due balances which originated from the auto-pay process, select Only Show Past Due Balance? and Only Show Automatic Payment Plan?
Select checkboxes that correspond to any other details or notes that you want to display in the report.
Select the Output Type for the report.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.