Failed Installment Plan Report

This report lists payment plans that have a payment past due:

Check or cash installment plans. An installment shows up once it is unpaid after its scheduled payment date. Installments you cancelled are not included.
Card payment plans. A plan shows up when its card was declined and FutureFund is still trying the card again, or when the plan was cancelled automatically after the card was declined 3 times in a row. A plan you cancelled is not listed. See Recurring Payments for what happens when a card is declined.

While a check or cash installment is past due, the family gets a reminder email once a week, on Mondays, as long as the past due reminder email is turned on in your system emails. The reminders start two weeks after the payment date and stop about a month later. When a card payment is declined, the family is emailed so they can update their card.

Finding the Report

Go to Orders & Payouts > Reports.
Click Failed 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.
Age (Days)	The number of days since the oldest unpaid payment was due.
Past Due Balance	The total of the order’s unpaid payments whose dates have passed. Payments that aren’t due yet are not included. On a card plan cancelled after 3 declines, each later payment is added once its date passes.

Export

Click Export to download an Excel (.xlsx) file with these columns:

Column	Description
Order Number	The order number.
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.
Age (Days)	The number of days since the oldest unpaid payment was due.
Past Due Balance	The total of the order’s unpaid payments whose dates have passed. Payments that aren’t due yet are not included. On a card plan cancelled after 3 declines, each later payment is added once its date passes.