Promise to Pay Filters: Handle single payment commitments. They track whether promises are active, broken, or completed. Broken promises trigger escalation, while completed ones close the loop with confirmation.
Payment Plan Filters: Manage structured instalment plans. They track amounts paid, overdue instalments, and plan completion. These filters enable milestone acknowledgements and reminders for missed payments.
Promise to Pay Filter List:
Filter name | What it detects | Example use case |
Promise to pay status | Status of the promise (e.g., Active, Broken, Completed) | Remind or escalate on broken promises |
Payment Plan Filter List:
Filter name | What it detects | Example use case |
Amount paid | Sum already paid | Congratulate at 50% milestone |
Amount remaining | Outstanding balance | Reminder cadence |
Date created | Plan creation date | Onboarding email |
Date modified | Last change to plan | Notify owner on edits |
Days since next installment was due | Days since a missed instalment | Overdue instalment nudge |
End date | Scheduled end date | Confirm completion |
Installments paid | Number completed | Encourage continued payments |
Number of installments | Total instalments | Capacity planning |
Payment plan currency | Currency | Route by region |
Payment plan description | Free‑text description | Filter only “tuition plans” |
Payment plan name | Plan label | Target a specific plan type |
Payment plan status | Active / Completed / Cancelled / Overdue | Branch reminder vs completion |
Start date | First instalment date | Pre‑start reminder |
Total amount | Total plan value | Extra care for high‑value plans |