How to Archive a Payment Plan

  1. Navigate to Payment Plans: From the Side Navigation Bar, click on "Payment Plans".

  1. Locate Payment Plan: Locate the plan you wish to archive and click on the three-dot ellipses at the far right end of the row.

  1. Archive Payment Plan: From the expanded ellipses, click on "Archive".

  1. Confirmation: The chosen payment plan has been archived and can now be found under the "Archived Payment Plans" tab.
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