Installment Plan Report
The installment plan report shows orders with an active or complete installment plan. Cancelled purchase items are included in this report.
Filtering
The report is filterable by the following fields:
- Order Date
- Fund
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 cancelled by an administrator. |
| Gross | The amount of installments in the order. |
| Collected | The amount collected. |
| Balance | The amount still owed from the order. |
The following fields are added when the report is exported:
| Column | Description |
|---|---|
| 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. |
Export
This report is exportable in the following formats:
- CSV File