AppFolio Payment Plans

Once you and your tenant have come to an agreement on a payment plan for an outstanding balance, you can record it in AppFolio to break up a charge into multiple, smaller charges due on the agreed-upon dates.

Note: You cannot create a payment plan for a charge that is paid in full.

How to Create a Payment Plan

1. 1Navigate to the charge you wish to create a payment plan for (run a Tenant Ledger and click the charge in question)
2. 2Click Edit on the charge
3. 3Select the option for Payment Plan — a new field will appear

Enter Payment Plan Details

• Charge Date — the date the charge is due from the tenant
• Amount — the amount of the charge
• Posting Date — if accrual accounting is enabled, enter the posting date to record when the balance hits the general ledger

Click "Add Another Charge" if the plan consists of more than two charges.

When done, click Save. The system will handle the accounting entries automatically.