Installment Plan Report

This report lists every order on a payment plan: card payment plans (see Recurring Payments) and installment plans paid by check or cash.

Finding the Report

Go to Orders & Payouts > Reports.
Click Installment Plan.

Filtering

The report is filterable by the following fields:

Order Date
Fund (the organization the money goes to)

Data Fields

The following fields are included in the report:

Column	Description
Order	The order number.
Purchaser	The name of person who placed the order.
# Installments	The number of installments. The first payment included during the checkout process is considered an installment.
# Paid	The number of installments that were paid. If an installment is later refunded, it is still considered paid.
# Cancelled	The number of installments that will never be collected. On a check or cash plan, these are installments cancelled by an administrator. On a card plan that was cancelled, every payment not yet made counts here, whether you cancelled the plan or it was cancelled automatically after the card was declined 3 times in a row.
Gross	The amount of installments in the order.
Collected	The amount collected.
Balance	The amount still owed from the order.

Export

Click Export to download an Excel (.xlsx) file. It has every column above, plus:

Column	Description
# Remaining	The number of installments still to be paid.
Cancelled	The amount of the cancelled installments.
Purchaser First Name	The first name of the purchaser.
Purchaser Last Name	The last name of the purchaser.
Purchaser Phone	The phone number of the purchaser.
Purchaser Email	The email address of the purchaser.

To see how much of a plan’s Gross is not in Collected, add its Balance (payments still to come) and Cancelled (payments that will never be collected) columns.