Installments Plan
How to customise the WhatsApp collection message
You write the message once and Jarbas fills in each customer's name, amount and date when you send it. Where to set it up Configurations › Instalments Plan › Message Write it the way you'd speak to a customer, using the variables where the data ...
How to filter instalment customers: who paid, who didn't, biggest debt
The Customers tab of the Instalments Plan lists everyone who owes you instalments. The filter turns that list into your collection queue for the day. Where it is Instalments Plan › Customers tab, then tap the filter icon. When a filter is active, a ...
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 Go to Instalments Plan › Customers. Open the customer. Tap the ⋮ menu at the ...
Why the payment was used to clear earlier instalments
You opened May's instalment, took the payment, and Jarbas marked March's as paid. That's not a bug: it's how instalments work. The rule A payment always goes to the oldest unpaid instalment. It doesn't matter which instalment's screen you opened to ...
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 Open the instalment under Instalments. Tap the edit button (the pencil). Change the Value, the ...
Can I add late fees or interest to overdue installments?
Yes! Jarbas lets you configure a late fee and interest charge for installments paid after their due date, as part of the Installments Plan feature. How to set it up You can set fines and interest in two ways: As an account default, in Settings > ...
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 ...