# Overdue Installment Collection

Overdue amounts on invoices can be collected either in a single payment or through multiple installments based on patient payment preferences.

***

### Steps to Collect Overdue Installments from the Invoice Screen

* Open the **Invoice** screen by navigating to **Home > Billing > Invoice**.
* Locate and open the invoice for the respective patient. 
* In the top panel, go to the **Overdue** label and click on the **Overdue Amount**. The **Overdue Invoice(s)** pop-up appears, listing overdue invoice numbers and their respective balances.

  <figure><img src="/files/UDBrsrUePzbptBz4kHzd" alt=""><figcaption></figcaption></figure>

  * If needed, expand a specific entry to view previous installment collection details.

    <figure><img src="/files/zhbYTi9lN9r9DsyfqSOr" alt=""><figcaption></figcaption></figure>
* Locate the overdue invoice and select the installment **Date** using the date picker. Select the **Collected** checkbox and enter the installment amount in the **Amt** field. Click the **COLLECT PAYMENT** button. This action opens the **Payment Options** pop-up.

  <figure><img src="/files/v1A32mVZUs7VhtbpvXxz" alt=""><figcaption></figcaption></figure>
* Choose the appropriate **Payment Mode** in the **Payment Options** pop-up. Enter the same installment amount in the payment field. Click **SAVE** to complete the transaction.

  <figure><img src="/files/Bq34GtHISJ0jtVy7OqF4" alt=""><figcaption></figcaption></figure>
* Repeat the above steps to collect future installments as the patient continues making payments.

After collecting the first installment, a section titled **Invoice Installment Details** appears below the **Invoice Details** section. It includes **Installment Number, Invoice Number, Installment Amount Paid, Date of Installment, Receipt Number, and Collected By.**&#x20;

<figure><img src="/files/wQTbqkI9bhOiltIpVfD7" alt=""><figcaption></figcaption></figure>

An **Installment Options** menu is also available, offering the following actions: [**Print Payment Receipt**](#steps-to-email-download-or-print-an-installment-receipt) and [**Cancel Installment**](#steps-to-cancel-the-collected-installment)

{% hint style="info" %}
Alternatively, installments can also be collected through the **Overdue Management** screen. For step-by-step instructions, refer to the [**Overdue Collection**](/uniteemr/application-modules/billing/overdue-management/overdue-collection.md) section under the **Overdue Management** topic.
{% endhint %}

***

### Steps to Email, Download, or Print an Installment Receipt

* Open the **Invoice** screen by navigating to **Home > Billing > Invoice**.
* Locate and open the invoice for the respective patient.&#x20;
* In the **Patient Invoice(s)** section, click the respective invoice to select it.&#x20;
* In the **Invoice Instalment Details** section, click the **Instalment Options** icon corresponding to the installment.

  <figure><img src="/files/B5oB71VE9eZNFHaSwbJc" alt=""><figcaption></figcaption></figure>
* Select **Print Payment Receipt**. The **Payment Receipt Print** pop-up appears, displaying a preview.

  <figure><img src="/files/ws4FiXlxGSEwyPfq6Bh2" alt=""><figcaption></figcaption></figure>
* In the pop-up preview, choose **EMAIL** to send via email, **Download** to save a copy, or **PRINT** to print the receipt.

***

### Steps to cancel the Collected Installment

* Open the **Invoice** screen by navigating to **Home > Billing > Invoice**.
* Locate and open the invoice for the respective patient.&#x20;
* In the **Patient Invoice(s)** section, click the respective invoice to select it.&#x20;
* In the **Invoice Instalment Details** section, locate and click on the **Instalment Options** icon.

  <figure><img src="/files/0CWa2zFUOEvYdcAmOAtN" alt=""><figcaption></figcaption></figure>
* Select **Cancel Instalment**. A confirmation pop-up appears.
* Click **YES** to confirm deletion. The installment entry will be removed.

{% hint style="info" %}
To modify or cancel installment entries, cancel them starting with the most recent one. This ensures accurate and controlled updates to the installment history.
{% endhint %}

***


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