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Installment Plan Report

The installment plan report shows orders with an active or complete installment plan. Cancelled purchase items are included in this report.

Installment Plan Report

Filtering

The report is filterable by the following fields:

  • Order start date
  • Order end 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