Payment Plan Reports
Payment Plans Dashboard Overview
The Payment Plans tab in your Glade dashboard gives your firm a detailed view of every active, pending, or completed payment plan. This dashboard helps you monitor client payment progress, follow up on missed installments, and keep your revenue pipeline healthy.
Where to Find It
From the left navigation, go to:
Transactions → Payment Plans
This opens a full table of all client payment plans.
Understanding the Payment Plans Table
Each row in the table gives a complete snapshot of a client’s payment plan, including:
• Contact
The client assigned to the payment plan.
• Total Invoice Amount
The full amount the payment plan is meant to cover.
• Payment Plan Created
When the plan was created.
• Paid So Far
Total amount the client has paid to date.
• Amount Remaining
Balance left on the payment plan.
• Installment Size
The amount due each cycle.
• Last Payment Date
Shows when the most recent installment was attempted.
• Last Payment Status
Indicates if the last payment was:
Successful
Pending
Failed
Refunded
• Next Payment Date
When the next installment will be attempted.
• Payment Frequency
How often installments run (weekly, biweekly, monthly).
• Remaining Payments
How many installments are left.
• Workflow
Which case or workflow this payment plan is attached to.
• Payment Plan Status
Active, Completed, or Canceled.
Payment Plan Health
The Health column gives you an at-a-glance understanding of which payment plans need attention.
Health states include:
• Current
All payments have run successfully and on schedule.
• Retrying
An installment has failed and Glade is currently retrying it.
• Overdue
An installment failed all retries, and the missed amount has been automatically added to the end of the plan.
• Blocked
Two or more installments have failed all retry attempts.
This indicates the payment plan may be stagnating and requires immediate attention.
This column lets your team prioritize follow-up and prevent payment plans from falling behind.
Why the Payment Plans Dashboard Matters
This dashboard helps your firm:
Track ongoing revenue from payment plans
Spot at-risk or overdue plans quickly
Understand which clients need follow-up
Monitor how many installments remain
Ensure stable, predictable cash flow
Manage payment plan performance across your practice
With the Health column, your team can identify issues early and keep payment plans on track.