• Product-wise: EMI is applied separately for each product.

• Include in Installments: Taxes are divided across installment payments.

• Include in Down Payment: Taxes are included entirely in the initial down payment.

Allow Customer to Pay Installment from Storefront: Set to Yes to enable customers to make installment payments directly from the storefront.

Allow Auto Capture Installment Due:

• Select Yes to automatically process installment payments as they become due.

• Select No to process installment payments manually.

• Cart-wise: EMI applies to the entire cart collectively.

• Payment Method 
• Payment Page

Partial Title: Enter a custom title for partial payments displayed on the product page.

Left Toggle Title: Define the title for the left-side toggle option on the product page.

Right Toggle Title: Set the title for the right-side toggle option for installment payments.

Allow Partial Payment for Guest Customers (Offline Payment): Select Yes to enable guest customers to make partial payments using offline payment methods.

Allow Zero Down Payment with Offline Methods: Select Yes to allow customers to complete checkout without making an initial down payment using selected offline payment methods.

Select Payment Methods for Zero Down Payment: Choose one or more offline payment methods (e.g., Bank Transfer, Cash On Delivery, Check/Money Order) that customers can use for zero down payment checkout.

Auto Registration for Guest Users: Set to Yes to automatically register guest users after checkout.

Status: Select whether the template is enabled or disabled.

Plan Name: Enter a custom name for the installment plan. This is a required field.

Frequency of Payment: Choose how often the installments will be paid. Options include:

• Weekly

• Monthly

• Quarterly

• Days

Down Payment Option: Choose how the initial payment is handled:

• Capture First Installment: Automatically charge the first installment at the time of purchase.

• Down Payment: Collect a predefined down payment instead of the first installment.

Payment Type: Define how the installment value is calculated:

• Fixed – A fixed amount per installment.

• Percent –A percentage of the total order value.

Value: Enter the fixed amount or percentage based on the selected payment type. This defines the value for the down payment or first installment.

Number of Installments: Add one or more installment options with the following fields:

• Number of Installments –Enter the total number of payments.

• Additional Fee Type –  Choose whether the fee is a Fixed amount or a Percentage.

• Additional Fee – Enter the amount or percentage charged per installment.

Save and Continue Edit – Save your changes and remain on the form to continue editing.

Save Template – Save the installment template and return to the template grid.

ID: A unique internal identifier for each installment profile.

Partial Profile Increment ID: A system-generated reference number for the installment profile.

Order Increment ID: The Magento order number associated with the installment profile.

Total Installments Amount: The total value scheduled to be paid in installments for the corresponding order.

Paid Amount: The amount that has been successfully paid by the customer.

Processing Amount: The amount currently in progress (e.g., awaiting confirmation or payment gateway response).

Due Amount: The remaining balance still owed by the customer.

Created / Updated: Timestamps indicating when the profile was created and last updated.

Action: Click the Select dropdown to:

• View Order – Open the related order in a new view.

• View Installment – View detailed installment schedule and payment breakdown.

ID: Unique order ID for quick reference within the partial payment system.

Purchase Date: Date and time when the order was placed.

Bill-to Name: The name of the customer as per billing information.

Customer Email: Email address of the customer who placed the order.

Status: Current status of the payment schedule (e.g., Pending, Completed).

Total Installments: Number of installment payments set up for the order.

Due Installments: Number of remaining unpaid installments.

Grand Total (Base): The order's total amount in the store's base currency.

Grand Total (Purchased): The final purchase amount at the time of checkout.

Paid Amount: Total amount successfully paid by the customer so far.

Processing Amount: Amount that is currently under processing (e.g., pending approval).

Due Amount: Outstanding balance yet to be paid.

Total Installments Amount: The overall amount covered under the installment plan.

Amount (Base): The installment amount in the store’s base currency.

Amount: The final payable amount for the installment.

Payment Method: The payment option selected by the customer (e.g., Check / Money Order).

Due At: Scheduled date when the installment is expected to be paid.

Paid Date: The actual date on which the installment was marked as paid.

Status: Displays the current status of the installment:

• Completed – Payment successfully received.

• Processing – Payment is under review.

• Pending – Payment is due but not yet received.

Action: Available actions include:

• Send Invoice – Generate and send an invoice for the installment.

• Select (dropdown) – Provides additional options such as Approve Payment, Reject Payment, or Refund (based on status).

Order ID: Displays the unique identifier of the order associated with the installment.

Store: Indicates which website or store the order originated from.

Amount (Base) / Amount: Shows the base and actual installment amount due for the order.

Payment Method: Displays the customer’s chosen method of payment (e.g., Check / Money Order).

Due At / Paid Date: Reflects the scheduled payment date and the actual date the payment was received (if applicable).

Status: Current state of the installation:

• Pending – Payment is not yet made.

• Processing – Payment is being reviewed or captured.

Action (Select Dropdown): Admins can take the following actions per installment:

• Send Reminder – Sends a reminder email to the customer about the upcoming or overdue payment.

• Capture Payment – Manually triggers the system to attempt payment capture.

Cron (Email Reminder): Runs a scheduled task that automatically sends email reminders for all due or upcoming installment payments. This reduces manual follow-ups and improves collection rates.

Cron (Capture Installment): Initiates the automatic payment capture process for eligible installments across all orders. This is useful for stores using payment gateways that support delayed or scheduled captures.

Cart Subtotal – Total product price (e.g., $1,000.00).

Shipping – Flat-rate shipping cost (e.g., $5.00).

Tax – Applicable taxes calculated during checkout (e.g., $82.50).

Pay Now – Amount due immediately (includes tax and shipping on the first installment).

Pay Later – The remaining amount to be paid in future installments.

Order Total – Full cost including taxes and shipping.