Online Payments Instalment Plans Report

14/07/2025
Knowledge

How To

Location: LEAP Menu > Reports > Management > Online Payments Instalment Plans

Purpose: Overview of Online Payments (RapidPay) Instalment Plans for either Office or Trust accounts, including:

Report Trigger: The report will display all Online Payments Instalment Plans and their respective status and payment schedule.

Report Filters:

Account Type	Select from Office or Trust accounts.
Plan Status	Select from the following plan statuses: Active Pending Cancelled Expired Complete
Matter Type	Select one or multiple matter types.
Expand Row Groups	Choose to expand or collapse the row groups to view the payment schedule. Yes: Expand row groups. No: Collapse row groups.

Report Fields:

Matter No.	Displays all plans for the selected matter numbers.
Matter Type	The matter type.
Plan No.	The instalment plan reference number.
Payer Name	The name of the payer on the instalment plan
Document Type	Invoice if the Account Type is selected as Office Trust Fund Request if the Account Type is selected as Trust
Transaction No.	The transaction number on the document.
Plan Total	The total amount of the plan.
Paid	The amount paid on the plan.
Unpaid	The balance owing on the plan.

Last Modified Date

14/07/2025 3:11 pm

Title

Online Payments Instalment Plans Report

URL Name

RapidPay-Instalment-Plans-Report-AU

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