Managing Payment Plans When Updating Workflow Status

Glade's AI-powered case management system ensures that your workflow and payment plans stay organized. When you update the status of an active workflow case, it's important to understand how payment plans are affected.

• No action is needed (*unless you need to modify payment plan)

• The payment plan continues as scheduled.

• No action is needed (*unless you need to cancel payment plan)

• The payment plan remains active.

• The invoice is not voided, and payments on the invoice remain.

• The payment plan is canceled.

• The invoice is not voided.

• Any payments already made on the invoice remain.

• No action is needed.

• The payment plan continues as scheduled.

By understanding these rules, you can ensure seamless financial management for your clients while keeping your workflow status updated.

*Important to also note that if you need to cancel a payment plan, you can simply click into the invoice attached to the active workflow case, click "modify payment plan" then you can modify the current plan or select "cancel payment plan" to cancel completely.

If you have any further questions, feel free to chat us within the messaging tab of your dashboard or email us at support@glade.ai