The Active Instalment Schedules report lets you easily view all active client instalment agreements — whether they are funded (PFF) or non-funded. This report helps you stay on top of payment statuses, track upcoming instalments, and monitor overall account performance.
How to Access
To view active instalments:
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From your dashboard, go to the top menu bar.
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Click Reports.
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Select Active Instalment Agreements from the dropdown list.
What’s Included in the Report
Each row in the report represents a debtor with an active schedule.
You’ll find the following details:
| Column | Description |
|---|---|
| Debtor Name | Name of the client or trust under instalment. |
| Debtor Code | System-generated code identifying the debtor. |
| SOR? | Indicates if the instalment is part of a Schedule of Repayments. |
| Creation Date | When the instalment schedule was created. |
| Final Payment Date | Date when the last payment is due. |
| Payment Frequency | How often payments are made (Monthly, Weekly, Fortnightly). |
| Payment Term | Total duration of the instalment plan. |
| Outstanding Payments | Number of remaining payments. |
| Outstanding Total | Total unpaid balance. |
| Instalment Amount | Amount due per payment. |
Why Use This Report?
This report helps you:
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Quickly identify accounts with upcoming or missed payments.
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Track the duration and terms of each instalment plan.
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View which instalments are part of SOR agreements.
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Monitor the total amount still owed by each debtor.
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Export data for internal or financial use if required.
Tips
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Use the search bar to find specific clients or codes.
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Apply filters to focus on specific payment types, SOR status, or timeframes.
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Refer to the Outstanding Total and Final Payment Date columns to plan follow-ups.