CRM › Utility Collections
Payment Arrangements
Past-due balances split into installments: requested from the portal or set up by staff, paid down by payments, broken when one is missed.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Collections
- Screen: Payment Arrangements
Address in the console: /crm/util-arrangements
Read-only list · 9 columns · 4 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Arrangement | Code | arrangement_no |
| Account | Code | account_no |
| Customer | Text | customer_name |
| Total | Amount | total_amount |
| Installments | Number | installments |
| Paid | Amount | paid |
| Next due | Date | next_due |
| From | Status | requested_via |
| Status | Status | status |
What you can do here
Approve primary
Decline
Installments
Cancel
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.