Payment Plan Amount Due Is Incorrect
I just set up a payment plan for one of our customers. It is setup for 4 equal payments on 7/12, 8/12, 9/12, and 10/12 of $2,144.25 each. So the first $2,144.25 is now due. But when I look at the Client View, it shows $4,288.50 due now. This is incorrect, as the only amount due now is the first payment plan amount of $2,144.25.
Please fix this.
Comments: 3
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01 Aug, '21
Jared King AdminThis is working as intended because the first installment was due on July 12 and the second installment is now outstanding and will be past due after August 12. If you wish to change this then you must reconfigure your installment dates. Thank you for the feedback!
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02 Aug, '21
AdamThat makes zero sense....the second installment is not due yet, why is it showing as part of the amount due? Why wouldn't all installments show as due with this logic?
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03 Aug, '21
Jared King AdminThe amount due is based on the due dates of the installments. If there is a past due installment and an installment currently due then the customer will be able to pay both installments.
If the first installment was due on July 12 and the second installment is due on August 12, then that means the second installment can be paid on or after July 12. If we did not allow the second installment due on August 12 to be paid until August 12 then that means that the customer will not be able to pay on time. After August 12 the second installment with a due date of August 12 will be considered past due. The customer has between July 12 - August 12 to pay that second installment and not be late.
The third installment, for example, would not be payable until on or after August 12 (and due September 12). And the fourth installment would be payable on or after September 12 (and due October 12).
Does this clarify why the second installment is payable?