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, and Number of installments.
4. The system generates the installment rows.
5. Review the amounts and due dates.
6. Save the sale.

note

When first creating the plan, the system expects a start date, an end date, and at least 2 installments. After that, Plan actions lets you regenerate the plan with methods that do not require an end date.

Downloading an installment plan

After the sale is saved and has an installment plan, use Download installment plan from the sale menu. The system generates a PDF with:

• sale and client details;
• the period and number of installments;
• the installment rows;
• due date, amount, paid amount, and remaining balance for each installment.

If the sale has no installment plan, the action is not applicable and the system shows that the sale does not have an installment plan.

How each installment row is structured

Each row shows:

• sequence number;
• amount;
• due date;
• a control to lock or unlock row editing;
• 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

When you lock a row:

• its amount and due date stay editable for that row;
• regeneration keeps the locked rows unchanged;
• the remaining amount is distributed only across the unlocked rows;
• any rounding remainder is added to the last unlocked row.

The system blocks regeneration when:

• fixed amounts exceed the total amount and you see Fixed installments exceed the total amount.;
• the number of installments is smaller than or equal to the number of fixed rows.

This is useful when part of the plan is already agreed and you want to redistribute only the remaining installments.

What is under Plan actions

After a plan exists, Plan actions opens the actions for the whole plan:

• Regenerate evenly between start and end date;
• Regenerate monthly on the start date day;
• Regenerate every 30 days from start date;
• Remove plan.

Use these actions when you change the period, the number of installments, or the way due dates should be distributed.

How regeneration methods work

Evenly between start and end date

Regenerate evenly between start and end date distributes due dates between Start date and End date.

Use it when:

• the first and last installment should stay inside a defined period;
• you know the start and end of the plan;
• you want the intermediate due dates to be spaced evenly.

This method needs a start date, an end date, and at least 2 installments. If the end date is before the start date, the system shows End date must be after start date..

Monthly on the start date day

Regenerate monthly on the start date day creates due dates month by month, using the day from Start date.

Use it when:

• the client should pay once per month;
• the due date should stay on the same day of the month;
• the end date should be calculated from the last generated installment.

This method needs a start date and at least 2 installments. If a month does not have the same day, the system uses the last day of that month.

Every 30 days from start date

Regenerate every 30 days from start date creates due dates at a fixed 30-day interval.

Use it when:

• you want an exact interval between due dates;
• you do not want dates to depend on different month lengths;
• the end date should be calculated from the last generated installment.

This method needs a start date and at least 2 installments.

What Remove plan does

Remove 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.

Use it if the sale should no longer be paid in installments.

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.

In practice:

• the operator does not re-enter the whole sale amount manually;
• the system uses the remaining amount for that installment;
• if a default method exists, it can be selected automatically.

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.

This keeps Reception, the dashboard, and reports aligned with the current state.

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.

Common problems

• If you see Please select both a start and end date for the payment period, and specify the number of installments required., fill in the required fields for initially creating a plan.
• If you see Please select a start date and number of installments., fill in a start date and at least 2 installments for monthly or 30-day regeneration.
• If the fixed rows are more than the selected count allows, increase the number of installments or unlock some rows.
• If fixed amounts exceed the total amount, reduce the amounts on fixed rows or change the sale total.

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.

Related topics

• Add payment to sale
• Payment voids and refunds
• Reception
• Payment reports