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When a customer cannot pay a recovery case in full, they can set up an instalment plan on the hosted recovery page. Yorlet then collects each instalment automatically from the payment method they add, until the enrolled invoices are paid or the plan is cancelled or defaults. You do not create the plan from the Dashboard. The customer chooses the terms and accepts the plan themselves.

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How a plan is set up

On the hosted recovery page, the customer can:
  1. Choose to set up a plan instead of paying in full.
  2. Pick 2, 3, 6 or 12 monthly instalments.
  3. Add a payment method.
  4. Accept the plan.
The first instalment is collected immediately if it is already due. Remaining instalments are collected automatically on their due dates. Once the plan is accepted, the recovery case moves to plan_active and the escalated email sequence stops.

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View a plan

Open the recovery case to see the instalment plan. Each instalment shows its due date, amount and status: The plan itself can be:
If an instalment fails, Yorlet retries collection for up to three days. After that the plan defaults, the recovery case returns to open, and escalated emails can resume.

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Paying the balance in full

A customer with an active plan can still pay the remaining balance in full from the hosted recovery page. That settles the enrolled invoices, completes the recovery case, and cancels the rest of the plan.

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Cancel a plan

Cancelling a recovery case also cancels its active instalment plan. Future instalments are not collected. The invoices remain outstanding and the case is marked canceled. Amounts already paid stay applied to the enrolled invoices.