Resolute Billing


Create a Payment Plan from Enterprise Guarantor Summary

Click here for a PDF version of the tip sheet

Rather than the Account Contact tab, you can now find everything you need to manage guarantor accounts in new account activities.

Follow the steps below to create a payment plan from the Enterprise Guarantor Summary.

1. Open a guarantor account.

2. Click Create Plan in the Payment Plan Summary card.

3. Use the sidebar to define the terms of the payment plan:

a. Enter a number of payments to automatically calculate the monthly payment. Alternatively, enter a monthly payment to automatically calculate the number of payments required to pay off the balance.

b. Change the statement day of month by clicking the pencil next to the statement date.

c. Click Add Auto Pay to store payment information and automatically pay on a monthly basis until the payment plan is paid off.

4. The payment plan activity appears in the sidebar, where you define its terms. Entering a number of payments automatically calculates the monthly payment. Alternatively, you can enter a monthly payment to automatically calculate the number of payments required to meet the total. You can add auto-pay with the same button you're used to clicking here. You can also change the statement day of month by clicking the pencil icon next to the statement date.

5. Click Accept to create the payment plan.

6. When you return to the guarantor summary, you see that the payment plan has been created, the terms are listed, and the first payment's due date is set.


UChart Tip Sheet Last Updated: 10/6/2021

If you require additional assistance, please contact the UChart Help Desk at: 305-243-5999, Option 2 or UChartHD@med.miami.edu.