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Payment Plan Defaulted

The Payment Plan Defaulted event triggers when a customer’s payment has failed and the payment plan status is changed from Unpaid to Defaulted. Defaulted status closes out the payment plan and any outstanding balance will be categorized as a write off.

This event would be used to automate the operational, financial, and customer lifecycle actions that should happen when a payment plan is officially written off

Once a Payment Plan is moved to Defaulted status, it cannot be undone. To collect the unpaid balance, a new payment plan must be started for the customer. However, the written off amount will still appear in any relevant reports and exported data.