Documentation Index
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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.
Developer Notes
- Scheduled settlements depend on schedule transactions and background payment processing.
- Calendar sync should update when the settlement date or amount changes.
Related App Areas
app/Enums/ConsumerStatus.phpapp/Livewire/Consumer/SchedulePlan.phpapp/Console/Commands/ProcessConsumerPaymentsCommand.phpapp/Jobs/Concerns/ProcessesScheduleTransactionPayments.php