Payment Plan Installment Report

The Payment Plan Installment report lets you filter installment information based on your institutions and term setup. The report shows installment details for each student for a specific period (up to 6 months) and displays the installment amount, the installment due date, and the installment status.

Who can access the report?

You must have the Access to the Payment Plan Installment Report permission or the reports superuser permission to be able to generate the report.

If you need access, please contact the Flywire administrator at your institution or contact Flywire Support at [email protected].

Reports superuser

A user is considered a reports superuser when they are given the Ability to review all reports permission. The superuser permission includes the following individual permissions:

Ability to access Communication Campaign Report
Ability to download PDFs from S3
Ability to view a report of staff notes
Access to Account Reconciliation Summary Report
Access to Authorized User Report
Access to Cash Flow Report
Access to Mobile/Email Updates Report
Access to Payment Plan Rebalance Report
Access to Payment Plan Summary Report
Access to Payment Summary Report
Access to Recently Defaulted Payments Plans Report
Access to Soon To Default Payment Plans Report
Access to User Access Report
Access to Users Viewing Offers, Not Completing Report
Access to the Bad Email Addresses Report
Access to the eRefund Enrollment Report
Access to the eRefund Status Report
Access to the Financial Responsibility Agreement Report
Access to the Payment Plan Installment Report

Running the Report

Select the Actions menu and click Reports.
On the Report List page, click the Payment Plan Installment link.

On the Payment Plan Installment page, complete the required fields.

Select which institutions to include in the report.
Select which terms to include in the report.
Select the start date in the From Date field.
Select the end date in the To Date field.

Select which installment statuses to include in the report.

Installment Statuses

The status of a payment plan installment will be one of the following:

Grace	The installment is in a grace period. A grace period means the installment is late but is not in missed status and redistributed to other installments. This status is available if a grace period is configured for your institutions.
Missed	The payment plan installment was missed and a payment was not made. The amount in the installment will be redistributed to the pending installments based on your institution's rules.
Not Scheduled	The payment plan installment was not scheduled to be paid.
Processed	The payment plan installment was processed and is complete.
Scheduled Amex	The payment plan installment is scheduled and will be paid with an Amex payment method.
Scheduled Checking	The payment plan installment is scheduled and will be paid with a Checking Account payment method.
Scheduled Discover	The payment plan installment is scheduled and will be paid with an Discover payment method.
Scheduled Mastercard	The payment plan installment is scheduled and will be paid with an Mastercard payment method.
Scheduled Visa	The payment plan installment is scheduled and will be paid with an Visa payment method.
Scheduled Savings	The payment plan installment is scheduled and will be paid with an Savings Account payment method.

Click Submit. A page displays with the report.
On the results page, you can:
- Click Export To Excel to generate a spreadsheet of the results.
- Click a link in the Account ID column to view the student's account information.