Managing plans

Your dashboard lists every plan with its live status, collected and outstanding amounts, and the full payment history. Open a plan to see its schedule and take action.

Plan statuses at a glance

Status	Meaning	What you might do
`draft`	Waiting for the customer to set up and pay the deposit	Resend the setup link, or delete it
`active` / `scheduled`	Deposit paid, instalments running on schedule	Nothing — it runs itself
`overdue`	An instalment failed; FlexiLay is retrying and reminding the customer	Usually nothing — see failed payments
`completed`	Paid in full 🎉	Hand over the goods (lay-by!)
`cancelled`	Cancelled by you, the customer, or after payments failed for good	Restock; cancelling never moves money — refund collected payments separately if owed
`abandoned`	Setup was never completed and the draft expired	Nothing — nobody was charged

One exception: plans created from a Xero or QuickBooks invoice don't expire — the invoice is the touchpoint, so the plan link stays live for as long as the invoice is unpaid, and the plan closes automatically if the invoice is paid or voided in your ledger.

Actions on a plan

Resend the setup link — email the customer their secure link again while a plan is still draft.
Cancel a plan — stops all future charges immediately, and never moves money: payments already collected stay put until you refund them. On Shopify and WooCommerce the linked order is cancelled/updated too.
Refund a payment — a separate, explicit action: pick an individual collected instalment or extra payment (the deposit is non-refundable) and it goes straight back to the customer's card. Refund stays available on cancelled and completed plans, so cancel first and return money after if both are needed.
Copy the customer's portal link — every plan has a secure portal page where the customer can see progress and pay; handy to re-share if they've lost their email.

Customers can pay ahead. From their portal they can catch up an overdue instalment, pay the next one early, or chip in any extra amount — every payment shortens the plan. You don't need to do anything to enable this.

Staying on top of it all

Emails — you're notified when a plan is paid in full, when payments go overdue, and (optionally) with a daily digest.
Analytics — the dashboard's analytics view shows plan volume and payment performance over time.
Stock report — see which products are tied up in running lay-by plans so you don't oversell.
Developers — plan status is also available by API and signed webhook.