Good evening.
I would like to ask how to handle installment payments in Manager… Is there a way, for example, to find out the installments due from the client and their due dates?
Manager doesn’t generate or track an “installment schedule” on a single invoice. It tracks invoices and their due dates. To manage installments and see what’s due, use one of these workflows.
Common ways to handle installments
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One invoice + partial receipts
- Create a single sales invoice for the full amount; as each installment arrives, enter a Receipt against that invoice. The invoice will show the running balance due. This is simplest, but you will only have one due date (no per‑installment due dates or schedule)
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Separate invoices per installment (most control over due dates)
- Create three (or however many) sales invoices, each for the installment amount and with its own due date. This gives you per‑installment tracking, overdue status, and reporting by due date. Many users prefer this approach for installment plans.
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Recurring sales invoices (automate future installments)
- Set up a recurring transaction to issue the next installment invoice automatically every month/quarter, etc. Each generated invoice will have its own due date and can be chased/reported like any other invoice.
How to see what’s due (and when)
- Set up a recurring transaction to issue the next installment invoice automatically every month/quarter, etc. Each generated invoice will have its own due date and can be chased/reported like any other invoice.
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Sales Invoices list
- Show columns like Due date, Days to Due Date, Days overdue, Status. Use sorting/filtering or an Advanced Query to list invoices due in the next N days. This works perfectly if you use separate/recurring invoices for each installment.
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Aged Receivables report
- Run Reports > Aged receivables to see unpaid invoices grouped by aging buckets as of a specific date (useful for follow‑up and collections).