How to View Overdue Installments

How to View Overdue Installments

The best way to view and manage your portfolio of installment orders is through the Installment Plan menu. Access this menu and click on the Installments tab.






On this screen, you can view all installments from orders made in the app. They are organized according to their due dates.


To view only the overdue installments, click on All Statuses and change to Overdue or Due Today, as shown in the image below:



                                                                                                                                           




    • Related Articles

    • How to Set Up an Installment Sale

      An installment sale can be initiated either through a Quick Sale or an Order. On the payment screen, click on the Installment option and then on Checkout. Now you need to define the installment options: Number of installments Observation (optional) ...
    • How does the Jarbas Collection Route Work?

      The Collection Route in Jarbas helps organize client visits for more efficient billing, saving time and resources. This tool simplifies route planning, speeds up payment collection, and strengthens customer relationships. To create a route, follow ...
    • How to Make an Installment Payment on the Installment Plan

      An installment payment can be made via the orders menu just like a standard order payment. However, you can also make an installment payment directly through the Installment Plan menu, which streamlines the management of your business. In the ...