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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Payment Plan Details page at /fa/payment-plans/:id shows a full payment plan record including installment schedule, approval/cancel actions, and progress tracking.

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Overview

The route /fa/payment-plans/:id loads PaymentPlanDetailPage (permission: fa.payment_plans.view). The page displays plan header fields (customer, total amount, paid amount, status), a progress bar, and tabbed views. Status lifecycle: draft → pending_approval → approved → active → completed (or cancelled / defaulted). Available actions include submit for approval (useSubmitForApproval), approval/rejection via PaymentPlanApprovalDialog, and delete (useDeletePaymentPlan). An edit link navigates to /fa/payment-plans/:id/edit.

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Who it’s for

Requires permission fa.payment_plans.view.

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Before you start

  • The payment plan must have been created at /fa/payment-plans/new.
  • Approval and cancel actions require corresponding permissions (confirm with SME).

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Steps

  1. Navigate to Finance & Revenue → Accounts Receivable → Payment Plans and select a plan, or go to /fa/payment-plans/:id.
  2. Review the plan summary: customer, total, amount paid, and status.
  3. View the installment schedule in the installments tab.
  4. Use action buttons to submit for approval, approve/reject, cancel, or edit as appropriate for the plan’s current status.

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Key concepts

Status lifecycle — draft, pending_approval, approved, active, completed, cancelled, defaulted. Installment statuses — pending, paid, partial, overdue, skipped. Progress bar — Reflects the proportion of total_paid to total plan amount.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/PaymentPlanDetailPage.tsx
  • src/cores/fa/hooks/usePaymentPlans.ts
  • src/cores/fa/components/PaymentPlanApprovalDialog.tsx