Step by step
- Open Sales > Today Due Installments.
- To see one customer, open Filter Options, choose the Customer and press Filter.
- Each row shows the EMI Sale invoice, the Customer with the phone number, the Installment Name, the Repayment Date, the Payment Status, Total Amount, Paid and Due.
- A Repayment Date in red marked Date Failed is already late; a green date is due today.
- The last row shows the totals of Total Amount, Paid and Due.
- Print at the top prints the report; Excel, Pdf and Print above the table export the list.
Good to know
- Only instalments that are Due or Partial are listed; a fully paid instalment leaves the list.
- Take the payment from Sales > EMI Sales > Action > Add Receipt.
- There is no date filter: the list always runs up to today.
- Click the invoice number to open the sale.