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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 route /fa/payment-plans is a legacy redirect to /fa/receivables?tab=payment-plans. The Payment Plans list is now part of the Accounts Receivable hub.

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Overview

Navigating to /fa/payment-plans triggers a <Navigate to="/fa/receivables?tab=payment-plans" replace />. The Payment Plans list (PaymentPlansPage) is loaded lazily within the Receivables hub. It supports filtering by status and customer, displays summary cards, and provides actions to create, submit for approval, and delete plans.

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Who it’s for

No explicit permission gate on the redirect route. The Payment Plans tab within the AR hub is accessible to users who can reach /fa/receivables.

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Before you start

No setup required. Navigate to the Accounts Receivable hub to access payment plans.

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Steps

  1. Navigate to Finance & Revenue → Accounts Receivable → Payment Plans, or go to /fa/receivables?tab=payment-plans.
  2. Use filters (status, customer) and search to locate plans.
  3. Select a plan to view its detail page.
  4. Use New Payment Plan to create a plan.

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/PaymentPlansPage.tsx
  • src/cores/fa/pages/ReceivablesHubPage.tsx