This filter focuses on the earliest unpaid installment in a payment plan.
It helps identify whether the next upcoming payment is approaching, due today, or overdue.
How to Use the Filter
Step 1: Open the Filter Menu
Go to the Customers page and click on Filters & Columns.
Step 2: Select the Filter
In the search bar, type Days before / after any unpaid installment is due and select it from the Payment Plan section.
Step 3: Apply Conditions
You can now choose how to filter customers based on the number of days before or after an installment due date.
How It Works
This filter checks all unpaid installments in a payment plan. The payment plan matches if at least one unpaid installment meets your criteria.
Positive values (e.g., 5, 10, 30): Days after the due date has passed (overdue installments)
Negative values (e.g., -5, -10, -30): Days before the due date (upcoming installments)
Zero (0): The installment is due today
Example 1: Find Overdue Next Installments
Filter: "Days before / after next installment is due" is greater than 5
Result: Returns all payment plans where the next unpaid installment is more than 5 days overdue.
Scenario:
Today: January 15, 2024
Next installment due date: January 8, 2024
Match: Yes (7 days overdue, which is > 5)
Example 2: Find Upcoming Next Installments
Filter: "Days before / after next installment is due" is less than -3
Result: Returns all payment plans where the next unpaid installment is more than 5 days overdue.
Scenario:
Today: January 15, 2024
Next installment due date: January 8, 2024
Match: Yes (7 days overdue, which is > 5)
