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Installments

This page is for sales that are not paid in one go. The payment plan is created inside the sale and can then be tracked from the sale, Reception, the dashboard, and reports.

Where you can see them​

  • in the payments panel of the sale;
  • in Reception under Installments;
  • in the dashboard widget for upcoming installment payments;
  • in Payment reports under Installments.

When to use an installment plan​

Use it when:

  • the total amount should be collected in several parts;
  • you want due dates in advance;
  • operators need to see what is upcoming and what is overdue.

The installment plan belongs to the sale. It is not a separate debt record outside the sale.

How to create an installment plan​

  1. Open the sale.
  2. In the payments panel choose Create installment plan.
  3. Fill in:
    • Start date
    • End date
    • Number of installments
  4. The system generates the rows.
  5. Save the sale.

How each installment row is structured​

Each row shows:

  • sequence number;
  • amount;
  • due date;
  • whether it is fixed;
  • remaining balance;
  • a Pay an installment action when there is still amount to collect.

In practice, a row can be:

  • upcoming when the due date has not passed and money is still due;
  • overdue when the due date has passed and money is still due;
  • paid when the balance is already covered;
  • free when the row amount is 0.

How fixed installments work​

If you mark a row as fixed:

  • its amount and due date stay locked;
  • regeneration recalculates only the unlocked rows;
  • the system blocks regeneration if the fixed amounts exceed the total amount;
  • the system also blocks regeneration if the number of installments is smaller than or equal to the number of fixed rows.

What Regenerate does​

Regenerate installment plan recalculates the plan based on the current:

  • start date;
  • end date;
  • number of installments;
  • total amount;
  • fixed rows.

What Remove does​

Remove installments plan removes the payment plan from the sale:

  • the installment rows are cleared;
  • the count and end date are reset;
  • the sale itself stays in place.

How to pay a single installment​

  1. Open the sale or find the installment in Reception.
  2. Choose Pay an installment on that row.
  3. The system opens the standard payment form with the due amount already filled in.
  4. Choose a payment method and save.

How payments affect the plan​

After payment the system recalculates the balances:

  • paid rows become paid;
  • unpaid future rows stay upcoming;
  • unpaid past rows become overdue.

Installment reminders​

If you have active reminder templates and channels for installments, the system can send automatic reminders before the due date. This is separate from the payment plan itself and depends on your Notifications setup.

When this page is most useful​

Use it when:

  • you need to create an installment plan;
  • you want to lock specific installments;
  • you need to regenerate the remaining rows;
  • an operator needs to collect one specific installment quickly;
  • you are checking why a row is upcoming, overdue, or already paid.