Processing Payments

This quick-reference guide covers the essential steps for recording payments in DebtRecoup.

Detailed Reference

For complete information about payment types, fields, statuses, and advanced features, see Payment Processing.

Choose a safe payment method, enter a future payment, review collector credit, and confirm the queued result.

Quick Workflow: Single Payment

Click to enlarge - Single payment processing interface

1. Click Take Payment button in the action toolbar
2. Select the Single Payment tab (default)
3. Add or choose a Payment Method
4. Enter the Payment Date and Amount
5. Select payment type (Partial Payment, Balance in Full, or Settlement / Agreement)
6. Review Credit To distribution if needed
7. Click Add Payment or Process Payment when the payment can be processed immediately

Quick Workflow: Payment Plan

Set the plan amount and down payment, configure the monthly schedule, review the final installment and credit attribution, then confirm the queued plan.

Click to enlarge - Payment plan setup interface

Payment plans use a 3-step wizard:

Step 1: Details

1. Click Take Payment button in the action toolbar
2. Click the Payment Plan tab
3. Enter the Total Plan Amount
4. Select the plan type (Balance in Full or Settlement / Agreement)
5. Set the Down Payment Date
6. Enter the Down Payment Amount
7. Click Next

Step 2: Schedule

1. Choose frequency (Weekly, Every 2 Weeks, or Monthly)
2. Confirm or adjust the First Installment Date
3. Choose whether to calculate by Number of Installments or Installment Amount
4. Review the calculated installment details and plan end date
5. Click Next

Step 3: Review

1. Review the payment plan summary
2. Review Credit To distribution if needed
3. Click Add Payment Plan or Process Payment Plan when the down payment can be processed immediately

Related Topics

• Payment Processing - Complete payment reference
• Payments Tab - View payment history
• DC IT Reports - Payment analytics