Step by step
- Open Sales > Installments.
- Click Filter Options and choose the Customer, the Payment Status (Due, Partial or Paid), From Date and To Date, then press Filter.
- Each row is one instalment: the EMI Sale invoice, the Customer, the Installment Name, the Repayment Date, the Payment Status, Total Amount, Paid and Due.
- Click the invoice number in EMI Sale to open that sale.
- The last row shows the totals of Total Amount, Paid and Due for the filtered list.
- Excel, Pdf and Print export the list. New opens Add Sale.
Good to know
- From Date and To Date filter by the date of the sale, not by the repayment date. A search looks through all dates.
- An instalment is paid from Sales > EMI Sales > Action > Add Receipt; the payment shows here at once.
- For the instalments that fall due today or are already late use Sales > Today Due Installments.
- The page needs EMI turned on on the Modules page and the permission to see instalments.