Managing Plans

Plan detail view

The plan detail page shows:

• Schedule — upcoming payment dates and amounts
• Upcoming intents — payment intents scheduled but not yet processed
• Collected vs total — how much has been collected against the total (if set)
• Failure count — number of consecutive payment failures
• Activity log — state changes, edits, and payment outcomes

State actions

Action	From state	To state	Effect
Activate	draft, inactive	active	Begins scheduling future payments
Deactivate	active	inactive	Stops scheduling; deletes unprocessed future intents
Suspend	active	suspended	Temporary hold — preserves upcoming intents
Resume	suspended	active	Resumes scheduling
Close	Any	closed	Permanently ends the plan

Caution

Deactivating a plan deletes all unprocessed future payment intents. These are not recoverable. To pause temporarily without losing the schedule, use Suspend instead.

Editing a plan

The following can be changed on an active or inactive plan:

• Name and category
• Recurring amount (takes effect from the next scheduled payment)
• First amount (if the first payment hasn’t been processed yet)
• Total amount
• Failure behaviour

After editing amounts, the future payment schedule is recalculated automatically.

Balance adjustments

To manually correct the collected or remaining balance (e.g. after an offline payment or write-off), use Balance Adjustment on the plan detail page. Enter a positive or negative amount and a reason — the adjustment is logged in the activity trail.

Payment adjustments

To change the amount for a specific scheduled payment date without affecting all future payments, use Payment Adjustment. Select the date from the upcoming schedule and enter the new amount for that payment only.