Credit - payment plan report

The Payment Plan report selects all customer that has an active, completed, incomplete or cancelled payment plan within the selected date range and allows you to review the status of each payment plan.  It can be run at any time from the Reports menu, Credit and select Payment Plan Report.

Filters

This report can be filtered by date range and building.

Columns

This report displays all customers, the type of payment plan, and their current status.  This is handy to keep track whenever you're expecting payments to change or to check on the status of that customer's payment.