Due payments

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Overview

• View all unpaid or partially paid orders
• See total due amount
• Search by customer name
• Track payment status per order
• Follow up on collections

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Prerequisites

• The Payment module must be enabled.
• You need permission to view payments.
• Due payments appear when an order is billed but not fully paid.

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Step-by-Step Actions

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1. Open Due Payments

1. In the left sidebar, expand Payments.
2. Click Due Payments.
3. The Due Payments page opens with a list of unpaid orders.

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2. View the due summary

1. At the top you may see Total Due or similar.
2. This is the sum of all unpaid amounts.
3. Use it for daily collection targets.

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3. Search for a customer

1. Use the search box.
2. Type the customer name.
3. The list filters to show that customer’s due orders.

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4. Filter by status

1. If a status filter exists, use it (e.g., Partially paid, Fully unpaid).
2. Focus on the orders that need attention.

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5. Collect payment for a due order

1. Click the order or Add Payment.
2. You may be taken to the order details or a payment screen.
3. Enter the payment amount and method.
4. Confirm. The due amount updates.
5. Repeat for other orders as needed.

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6. Export due payments

1. If Export is available, click it.
2. The list is downloaded for reporting or follow-up.

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Common Mistakes and How to Avoid Them

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End Result

• You have a clear list of unpaid orders.
• You can track and collect due amounts.
• Payment status is up to date.