Don't confuse it with a discount or a free period: a repayment plan does not erase the debt, it spreads it over time.
Creating the plan
Open the relevant contract and click the Financials tab.
In the top right of the Financial transactions section, click Actions, then Add a repayment plan.
In the Create a repayment plan window, fill in:
Name: a label to identify the plan (for example "Plan #1").
Total amount: the sum of unpaid amounts covered by the plan.
Monthly amount: the instalment the tenant must pay on each due date.
Start date: the month when repayment begins.
Payment frequency: how often the tenant pays (for example Monthly).
Payment day: the moment in the month when the instalment is expected (for example First day of each month).
Click Submit.
Smovin then generates the plan's total amount to temporarily clear the debt, and automatically creates each instalment on its due date, until full repayment.
Reconciling the plan
The reconciliation screen does not open automatically after the plan is created. Go to the contract's Reconciliation tab, where a counter flags the movement to match, and link the plan's total amount to the unpaid amounts it covers. This step is explained in the dedicated reconciliation article.
Tracking and managing the plan
In Transactions details, each generated instalment appears as a due amount on its due date; the status (Balance view) shows Received or Not received depending on whether the tenant has paid.
To edit or close the plan, open the History tab, click the three dots on the plan's line, then choose the action you want:
Show transactions: view the instalments linked to the plan.
Update periodic amount: change the instalment.
Add an additional amount.
Close the plan: end the plan.
Delete the plan.