How to send a customer their pending instalments receipt

How to send a customer their pending instalments receipt

When a customer asks "how much is left?", instead of going through instalment by instalment, generate a PDF with everything outstanding and send it over.

How to generate it

  1. Go to Instalments Plan › Customers.
  2. Open the customer.
  3. Tap the menu at the top.
  4. Choose Pending installments receipt.

Jarbas builds the PDF and opens the share options — WhatsApp, email or print.

What's on the receipt

In the header: the date and time it was generated, the customer's name and, if you have them on file, their phone and email.

In the table, one row per outstanding instalment:

Installment Due Date Status Value

Instalments are listed by due date, oldest first — the same order payments will be applied in.

At the bottom: the Total pending, the sum of what's left.

What's left out

Only outstanding instalments are included. Ones already paid, cancelled or deleted don't appear.

That's why the receipt total is what the customer still owes, not the original purchase amount.

If you see "No pending installments to share"

It means that customer is fully paid up. There's no receipt to generate.

A collection tip

The receipt works better than a hand-written message: it shows the dates, makes the arrears visible in the status column, and closes with a total — leaving no room to argue about the figures.



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