Real-World Example
Jane accepts a one-time settlement payment for next Friday. The account should appear under Scheduled Settlements until the scheduled payment is processed or otherwise changes state.
Visual Flow
How It Should Work
- It should show one-time settlements that are accepted and scheduled but not completed.
- It should display the scheduled date, amount, and payment method context clearly.
- It should stay aligned with calendar events and payment history when the transaction changes.
How It Should Not Work
- It should not show installment plans in this tab when they belong under Payment Plans.
- It should not keep a successful or cancelled settlement in scheduled status.
- It should not allow changes that break the accepted settlement agreement.
Last modified on July 30, 2026
