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.

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. Choose payment method from dropdown
4. Enter the payment amount
5. Select payment type (Partial Payment, Balance in Full, or Settlement)
6. Review credit distribution if needed
7. Click Add Payment (or Process Payment if payment date is today)

Quick Workflow: Payment 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. Set the Down Payment Date
4. Enter Down Payment Amount (if applicable)
5. Click Next

Step 2: Schedule

1. Choose frequency (Weekly, Every 2 Weeks, or Monthly)
2. Either:
   • Enter Number of Installments to calculate the installment amount, OR
   • Enter Installment Amount to calculate the number of installments
3. Review the calculated end date
4. Click Next

Step 3: Review

1. Review the payment plan summary
2. Click Add Payment Plan (or Process Payment Plan if down payment is today)

Related Topics

• Payment Processing - Complete payment reference
• Payments Tab - View payment history
• Payment Dashboard - Payment analytics