Schedule and monitor installment-based payments. Easily add, edit, or track installment statuses and download installment schedules and reports for internal use or customer sharing.
Option A: From Manage Plots (Non-Interactive)
- Navigate to Plots Management > Manage Plots.
- Use the filters to find your desired plot or flat.
- In the Status column, click on “View Booking”.
- This will redirect you to the Booking Summary Page.
Option B: From Interactive Digital Layouts
- Go to Sales Desk & PoS > Sales Desk - Projects.
- Select the desired project.
- You’ll be redirected to the Back Office Interactive Layout.
- Click on the preferred Block or Flat.
- A Booking ID will be displayed—click on it to open the Booking Summary Page.
Viewing and Updating Installment Records
In the Booking Summary Page, you’ll find a table labeled Installments. This section enables you to manage all installment-related details for the selected booking:
- + Add Installment: Create a new installment for the booking.
- Edit Icon: Edit or delete an existing installment.
- Mark as Paid and Receive Payment: If the installment is due, this button will appear. Clicking it will convert the installment into a payment transaction.
- View Receipt: Generate and view the receipt for the associated payment transaction.
Creating Bulk Installments
To create multiple installments at once:
- In the Booking Summary Page, click Actions (top right).
- Select Create Installments.
- Enter:
- Installment Start Date
- Number of Months
- Monthly Amount
- Click Apply to generate the installments for the booking.
Attaching a Payment Plan
You can also apply a predefined payment plan to a booking:
- In the Booking Summary Page, click Actions (top right).
- Select Attach Payment Plan.
- The system will automatically calculate payment milestones based on the booking price and apply them.
Viewing and Downloading All Installments
To view all installments across bookings:
- Navigate to Bookings Management > Booking Installments from the sidebar.
- Use available filters to locate specific records.
- To export the data, click “Download Excel Report.”