# Installments and reminders

Follow every installment and its status, spot the late ones, split an installment into smaller ones, and set the reminders that go out by themselves before or after each due date.

An installment is one dated part of what a contract asks for. The installments are created with the contract ([Create a collection contract](create-a-collection-contract)); this page follows them and sets their reminders.

## The installments list {#list}

Open **Collection/Installments/Installments**. The list opens grouped by contract; remove the **Collection** facet of the search to see every installment at once.

![Every installment of every contract, with its amount, what is paid, what remains, its due date and its status.](https://jaah.app/web/image/13963-32a588c2/collection-installments-and-reminders-installments_list-en.png)

Each line shows its **Amount**, **Total Paid**, **Remaining**, **Due Date**, **Payment Methods** and **Status**. The filters **Scheduled**, **Partial Paid**, **Paid** and **Overdue** sort them out.

## Statuses and lateness {#statuses}

The status follows the money, never the calendar:

- **Scheduled**: nothing paid yet;
- **Partial Paid**: part of the amount paid;
- **Paid**: nothing left.

An installment whose due date has passed with something left carries a **Late** ribbon on its form and appears under the **Overdue** filter, as DCC00001/SP2 does, due on 15/10/2026.

![DCC00001/SP2, partly paid and past its due date of 15/10/2026, carries the Late ribbon.](https://jaah.app/web/image/13967-3670336d/collection-installments-and-reminders-late_installment-en.png)

The installment's **Actions** offer **Register Payment** ([Register a payment](register-a-payment)), **Send to Debtor** and **Send to Owner**, and **Installment Report**, a PDF notice of the installment with its linked payments. The **Payments** tab lists the payments that reached it.

## Split an installment {#split}

1. In the contract's **Installments** tab, click **Split** on the line.
2. **Total Amount** is what is left on it. Pick the **Start Date**, type the number of new installments in the box next to **Due Date**, and choose the period in **In**: **Week**, **Month** or **Year**.
3. Click **Confirm**.

![Split on DCC00001/SP6; its remaining 2,000 is shared out over new installments from the start date.](https://jaah.app/web/image/13971-1adc677f/collection-installments-and-reminders-split_dialog-en.png)

On a phone, the dialog fills the screen. The line is replaced by equal installments, one period apart from the start date (SP7, SP8… on DCC00001). The part already paid on the line leaves the schedule with it, so split installments nothing has been paid on. A discount on one installment is described in [Offer a discount](offer-a-discount).

## Due-date reminders {#reminders}

Reminders are rules of the company, set in **Collection/Configuration/Settings**, under **AUTO Notifications**, **Due Date**, **Configure**.

1. Click **New**. A line appears: **Before Due Date**, **3** days, **Debtor** ticked, **Email**.
2. Change **When** to **After Due Date** for a reminder of a late installment, set the **Days**, tick **Debtor**, **Owner** or both, and choose the **Channel**; its WhatsApp options are explained in [WhatsApp in collection](/docs/whatsapp/whatsapp-in-collection).
3. Click **Save**.

![A due-date reminder three days before each due date, to the debtor, by e-mail.](https://jaah.app/web/image/13973-3db6ab53/collection-installments-and-reminders-reminder_rule-en.png)

On a phone, the rules open full screen. Every day, each line looks for the unpaid installments of contracts **Under Collection** due that many days ahead, or that many days ago. The debtor receives **Collections: Installment Due (Debtor)**, which says whether the installment is due or overdue and lists the payment methods with their bank and IBAN; the owner receives **Collections: Installment Due (Owner)**, a plain notice. Both carry the installment notice as a PDF, in the reader's language, to the e-mail address of their contact.

- Each line sends once per installment and due date; moving the due date makes it send again.
- A **Before Due Date** reminder is not sent once the due date has passed.
- No line, no reminder: the demo starts without any. A line with 0 days sends nothing.
- To remind someone now, use **Send to Debtor** or **Send to Owner** on a **Scheduled** installment; on a **Partial Paid** or **Paid** one, they send the notice of that status.

The daily job is described in [Collection automations](collection-automations).

## FAQ {#faq}

### The installment is late, so why does it say Partial Paid? {#late-status}

The status only counts the money. Lateness is the **Late** ribbon and the **Overdue** filter.

### What does Pay do on a scheduled installment? {#pay}

It only sets the status to **Paid**: no payment is recorded and the contract's **Remaining** does not move. To record money, use **Register Payment**.

### Why did a debtor get no reminder? {#no-reminder}

Check that the contract is **Under Collection**, that the installment is not **Paid**, that the debtor's contact has an e-mail address, and that a **Due Date** line matches the number of days.

### Can I move a due date? {#move}

Yes, on the installment's form. **Reschedule Installments** on the contract redraws the whole schedule ([Create a collection contract](create-a-collection-contract)).

---

- Source: https://jaah.app/docs/collection/installments-and-reminders
- Updated: 2026-10-28
- Version: Collection 19.0.3.2.5
- Verified: 2026-10-28