Payment Plan Report
Quick Reference Guide
- From your admin dashboard, click Reports > Sales > Payment Plan
- Each customer who has a payment plan (contract) will be listed.
Details of the report include
- Customer name
- Plan name
- Frequency of payments (i.e. monthly)
- Status of the customers plan (i.e. active, paused, cancelled, completed)
- When the next payment is
- Each payment amount
- How many payments they have made
- Total amount they owe
- Total amount paid
- Remaining owed
A Closer Look
To access your payment plan reports, you can visit Reports > Sales > Payment Plans
Once you're viewing the report, you will have the ability to see all customers who has a payment plan (contract) on their account. Union provides rich details so you can quickly see details about each customer's plan.
