The installment plan report shows orders with an active or complete installment plan. Cancelled purchase items are included in this report.
Filtering¶
The report is filterable by the following fields:
- Order Date
- Fund
Data Fields¶
The following fields are included in the report:
| Column | Description |
|---|---|
| Order | The order number. |
| Purchaser | The name of person who placed the order. |
| # Installments | The number of installments. The first payment included during the checkout process is considered an installment. |
| # Paid | The number of installments that were paid. If an installment is later refunded, it is still considered paid. |
| # Cancelled | The number of installments cancelled by an administrator. |
| Gross | The amount of installments in the order. |
| Collected | The amount collected. |
| Balance | The amount still owed from the order. |
The following fields are added when the report is exported:
| Column | Description |
|---|---|
| Purchaser First Name | The first name of the purchaser. |
| Purchaser Last Name | The last name of the purchaser. |
| Purchaser Phone | The phone number of the purchaser. |
| Purchaser Email | The email address of the purchaser. |
Export¶
This report is exportable in the following formats:
- CSV File