The Installments Screen

The Installments screen lists every payment customers owe you, one row per installment. It is the collections list. Open DevDiggers Plugins → Pay Later → Installments.

Views

• Upcoming: Unpaid installments not yet due, and those with no due date. The default view.
• Due in 7 Days: Unpaid installments due within a week.
• Overdue: Unpaid installments past their due date.
• Paid and Cancelled: Settled, or cancelled with their order.
• All: Everything.

Outstanding in this view adds up what is still owed on the rows shown. Search by order finds the installments of one order.

Columns

• Customer: Name and email, linked to the filtered view for that customer.
• Plan: The plan, “Payment 3 of 4” and the order number. Charges you added by hand show their type, such as Manual Debit.
• Amount: The installment, any late fee (“incl. $15.00 late fee”) and what is left after part payments.
• Due Date: The date, with “in 13 days”, Due today or “3 days late” under it.
• Status: Pending, Overdue, Paid or Cancelled.
• Actions: Mark paid and Remind (Pro).

Mark paid

Mark paid records a payment you received outside the store, such as a bank transfer or cash. It asks you to confirm first. The installment becomes Paid, the customer’s credit comes back, a Payment Recorded transaction is written and the customer gets Payment Received.

Marking the first installment of a held order paid releases that order to Processing, the same as a payment through the store. See How to Record a Payment Made Outside the Store.

Remind (Pro)

Remind emails the customer about that installment now: the Payment Reminder, or Overdue Payment if it is late. It does not stop the automatic reminder or notice.

Bulk actions and export (Pro)

• Mark as paid and Send reminder for every ticked row.
• Export CSV downloads the current view: customer, email, order, plan, payment number, amount, late fee, paid, remaining, due date, status and paid date.

In the free version

The same screen without bulk actions. Remind and Export CSV show locked.