Collect Installment Payments
See today's list, record payment, send WhatsApp reminder — daily collection in 3 minutes.
Collect Installment Payments
First of the month — and you can’t remember who owes what. No more remembering. The system tells you. You just collect.
Step 1: See Today’s Collection
Location: /vendor/installments/collection
Capture: Today's collection grid + total expected
Open Installments → Collection. The system shows:
- Today’s installments — who owes what, right now
- Overdue — past-due installments still unpaid
- Upcoming — the next few days
Each entry shows: customer name, phone, amount, and a one-tap WhatsApp reminder.
Step 2: Pick the Customer
Location: /vendor/installments/collection → Grid
Capture: Customer cards with due amount + "Record Payment" button
Every card has a Record Payment button — tap it.
Or — in list view, one after another, collect fast.
Step 3: Enter the Payment
Location: Collection → Payment
Capture: Amount + method + receipt upload + notes
| Field | Why it matters |
|---|---|
| Amount | Full installment, or partial |
| Method | Cash / JazzCash / EasyPaisa / Bank |
| Receipt | Photo (for bank transfers) |
Partial payment? — enter what came in. The rest rolls into the next installment.
Step 4: Send a WhatsApp Reminder
Location: Collection → Customer Card → WhatsApp
Capture: WhatsApp icon + pre-filled message
Each card has a WhatsApp icon — tap it. The message auto-writes itself:
“Salaam, your next installment of [amount] is due on [date]. Thank you — [Business name]”
Click Send. Done.
Step 5: Handle Overdue
Location: Collection → Overdue Tab
Capture: Overdue customers in red + days late
Overdue customers are highlighted in red. Days past, no payment?
- Remind — WhatsApp message
- Call — phone number one tap away
- Reach the guarantor — if it drags on
- Mark defaulted — the last resort
Frequently Asked Questions
Can I undo a recorded installment?
Yes — cancel the wrong entry and the ledger restores itself.
Can I collect multiple installments at once?
Yes — one payment for several months, the system splits it automatically.
The customer isn't answering their phone — now what?
Contact the guarantor — their number is in the agreement. If it drags, mark the agreement Defaulted.
Flow
Collection ← Customer ← Amount ← Method ← SaveRelated Sections
- Installments Guide — Full feature reference
- Set Up an Agreement — Create a new agreement
- Customer Ledger — Full account tracking
Next: Handle Returns →