How to renegotiate an instalment (change the amount or the date)

How to renegotiate an instalment (change the amount or the date)

Has a customer asked to postpone, or to pay a different amount? You can change the instalment, and Jarbas keeps a record of what changed.

How to change it

  1. Open the instalment under Instalments.
  2. Tap the edit button (the pencil).
  3. Change the Value, the Due Date, or both.
  4. Write an Observation explaining why.
  5. Tap Confirm.

The edit button only appears on instalments that are not yet paid.

Pushing the following ones along

If a customer postponed one instalment, the rest usually move with it. Turn on Update other installments and choose the Interval between installments (one month, weekly or fortnightly).

Jarbas reschedules every later instalment from the new date, keeping the interval you chose.

What happens when you change the amount

The order total doesn't change — the split does. Change one instalment's amount and Jarbas redistributes what's left across the following ones:

  • If there's money left over at the end, it creates an extra instalment.
  • If the sum is reached early, it removes the leftover instalments.

Watch the warnings on screen:

  • "The value of the other installments may be updated" — normal when you change the amount.
  • "The value must be greater than the paid value" — the instalment already took a partial payment; it can't go below that.
  • "The sum of the installments exceeds the total amount of the order." — the amount you typed doesn't fit; lower it.

The history is recorded

Every change becomes an entry in the History, titled by what changed: Change of date, Change of value or Change of date and value.

Tap the entry and you'll see:

  • Due Date: (before) -> (after)
  • Value: (before) -> (after)
  • The Update Date, the Observation and the User who made the change.

There's also a Show Installment button that jumps straight to the instalment.

That's why it's worth always writing the observation: months later, it's what answers why that instalment differs from the rest — and who approved it.



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