---
schema_version: "1"
id: 4f502db4c091ec2c4a06b254ed9c8f561d8af730c1a811b4420865fa9cfd5826
title: Set Up Payment Plans to Manage Financial Hardships
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_setup_payment_plans_for_financial_hardships.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_setup_payment_plans_for_financial_hardships.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bc6ae9458dbcd0d8c315cef7910214ce33b364fd5ed3f6de181ce8e9ea4782f6
description: Help your customers manage their financial hardship situations effectively by setting up payment plans based on their financial account types and debt situations. Enable Decision Table Access, define payment plan types, create a decision table for payment plan mapping, and create an expression set from the prebuilt expression set template to reference payment plan mapping decision table.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Payment Plans to Manage Financial Hardships

Help your customers manage their financial hardship situations effectively by setting up payment plans based on their financial account types and debt situations. Enable Decision Table Access, define payment plan types, create a decision table for payment plan mapping, and create an expression set from the prebuilt expression set template to reference payment plan mapping decision table.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

This feature is available only to Financial Services Cloud customers.

- **[Enable Decision Table Access for Collections](https://help.salesforce.com/s/articleView?id=ind.collections_enable_decision_table_access.htm&release=264.0.0&type=5)**  
    To access decision tables created separately from Business Rules Engine, turn on the Industries Cloud Common Decision Tables Access component.
- **[Define Payment Plan Types to Create Payment Plans](https://help.salesforce.com/s/articleView?id=ind.collections_create_payment_plan_types.htm&release=264.0.0&type=5)**  
    To help customers meet their payment commitments during financial hardship, it’s important to offer flexible payment options tailored to their financial account types and debt situations. To facilitate this, create payment schedule distribution methods, and the corresponding payment schedule treatment records, and payment schedule treatment detail records.
- **[Create a Decision Table for Payment Plan Mapping](https://help.salesforce.com/s/articleView?id=ind.collections_create_decision_table_for_payment_plan_mapping.htm&release=264.0.0&type=5)**  
    Create a decision table by using the predefined template. The decision table helps you to map payment plan types according to your customer's financial account types and debt situation. Create a CSV file with the financial account type to payment plan type mapping details. Add this CSV file to the decision table.
- **[Create an Expression Set from a Prebuilt Expression Set Template for Payment Plan Mapping](https://help.salesforce.com/s/articleView?id=ind.collections_clone_expression_set_template_for_payment_plans.htm&release=264.0.0&type=5)**  
    Collections and Recovery includes a prebuilt expression set template, Payment Plan Mapping Expression Set. Create an expression set from this template.