Installments Plan
Organize Your Installment Plan Customers by Color
Managing a large customer base is good for business, but can be challenging to oversee. Therefore, Jarbas offers practical tools to help you manage your business efficiently. One such tool is the color classification of customers. To assign a color ...
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 ...
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 ...
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 ...