How to set up a Payment Plan in iGov Services

• How to create a Payment Plan

The reason for creating a Payment Plan is to assist your customers who may have trouble paying the full amount all at once to break them up into more manageable pieces. 

First you will need to be logged into iGov Services

On the black navigation bar to the left

In iGov Services, navigate to:

Search-> PIDN or other search type.

(If you do not see this menu please contact your administrator to provide access. )

Enter the desired PIDN or other search type to access the account for which you wish to set up a Payment Plan. 

Click the blue hyperlink under the PIDN header as show above by a red arrow. 

On the PIDN homepage select the View dropdown and then the Payment Plan button as shown above by the red arrow. 

Click the Calculator button as show above by the red arrow. 

The above is the Payment Plan Calculator when you first land on it. 

Under the Type of Payment Plan dropdown select the desired type. In this case we will choose Standard. 

On the screen above you will have to make sure the First Payment Due Date is filled in. The Current Outstanding Balance will fill in automatically being taken from the delinquent charges on the account.

You will also want to fill in the the Term 1, Term 2 and Term 3. In this case we are using Term 1 which is set up for 12 months.    Click Calculate Payments. 

Note - The Upfront Fee, Included in Plan Fees and the Monthly Processing Fee are separate rate codes that must be created before these features may be used. 

The Calculation Results must be selected. for this example we will use Term 1 which is 12 monthly payment. You could also allow them to make two monthly payment or Three monthly payments by filling in the check mark next to the desired term. 

Click YES

You can either click the OK button before it reaches zero or just let it count down by itself. 

You will notice on the next screen that there is now a Payment Plan entered on the account. 

To Print the Payment Plan Cover Letter and agreemant the PIDN must be entered and Submit must be selected. 

The above is the agreement cover letter. You may use it if you wish. 

The coupon pages will print the total amount of coupons that are required for the  payment plan terms that were selected. 

You have now completed your  Payment Plan enter. 

Version 5.1 of iGov Services 

Last updated on: 11/17/2022

Updated by: TS