Installments

Payment Plans

Track installment agreements, payment schedules, missed installments, and client compliance.

Active payment plans

Scheduled collections

$94,500

Missed installments

Plans at risk

Blake Industrial

M-2014 · Monthly · $8K

Low

$32,000 of $48,00067%

Balance

$16,000

Next due

18 Jul

Missed

Halcyon Partners

M-2011 · Monthly · $12K

Low

$48,000 of $96,00050%

Balance

$48,000

Next due

22 Jul

Missed

Kestrel Insurance

M-2007 · Bi-weekly · $4.5K

Med

$18,000 of $64,30028%

Balance

$46,300

Next due

14 Jul

Missed

Orion Media

M-1990 · Monthly · $3K

High

$6,000 of $24,00025%

Balance

$18,000

Next due

20 Jul

Missed

Ashborn Trust

M-1988 · Monthly · $2.8K

Low

$14,000 of $16,80083%

Balance

$2,800

Next due

25 Jul

Missed

Upcoming installment calendar

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Due

Failed payment alerts

Orion Media · missed 2 installments

$6,000 behind

Kestrel · missed bi-weekly

$4,500 behind

Payment plans

Ashworth & Vance LLP · live demonstration data

Active plans

▲ 5.0%

Plan value

$682K

▲ 12.1%

Collected

$418K

▼ 10.2%

Outstanding

$264K

▲ 9.3%

Missed instalments

▲ 13.4%

Plans at risk

▼ 4.5%

Trend intelligence

Plan collection performance

ScheduledCollectedMissedUnit: $K

Comparative analysis

Plan progress

Meridian Holdings PLC

30%

Nordic Shipping AS

39%

Vertex Biotech Ltd

48%

Lagos Bay Estates

57%

Kestrel Insurance

66%

Halcyon Partners

75%

Orion Media Group

84%

Operational register

Payment plan register

Plan	Client	Total	Instalments	Paid	Remaining	Next due	Missed	Status
PLN-60	Meridian Holdings PLC	$60.0K	6 × monthly	$78.0K	$42.0K	8 Jul	0	On track
PLN-61	Nordic Shipping AS	$123.0K	7 × monthly	$63.0K	$37.0K	9 Jul	1	Watch
PLN-62	Vertex Biotech Ltd	$101.0K	8 × monthly	$56.0K	$55.0K	10 Jul	2	At risk
PLN-63	Lagos Bay Estates	$91.0K	9 × monthly	$83.0K	$17.0K	11 Jul	0	On track
PLN-64	Kestrel Insurance	$129.0K	10 × monthly	$27.0K	$60.0K	12 Jul	1	Watch
PLN-65	Halcyon Partners	$47.0K	11 × monthly	$90.0K	$14.0K	13 Jul	2	At risk
PLN-66	Orion Media Group	$140.0K	12 × monthly	$22.0K	$56.0K	14 Jul	0	On track
PLN-67	Ashborn Family Trust	$41.0K	6 × monthly	$84.0K	$34.0K	15 Jul	1	Watch
PLN-68	Blake Industrial GmbH	$132.0K	7 × monthly	$53.0K	$44.0K	16 Jul	2	At risk

9 of 9 records

Forward calendar

Instalment calendar

Mon

Tue

Wed

Thu

Fri

Sat

Sun

1 Jul

2 Jul

● Meridian

● Orion

$125.0K

3 Jul

4 Jul

● Nordic

$80.0K

5 Jul

6 Jul

● Vertex

$64.0K

7 Jul

8 Jul

● Lagos

$57.0K

9 Jul

10 Jul

● Kestrel

$84.0K

11 Jul

12 Jul

● Halcyon

$26.0K

13 Jul

14 Jul

● Orion

$92.0K

15 Jul

16 Jul

● Ashborn

$21.0K

17 Jul

18 Jul

● Blake

$86.0K

19 Jul

20 Jul

● Meridian

$53.0K

21 Jul

22 Jul

● Nordic

$67.0K

23 Jul

24 Jul

● Vertex

$77.0K

25 Jul

26 Jul

● Lagos

$39.0K

27 Jul

28 Jul

● Kestrel

$90.0K

29 Jul

30 Jul

● Halcyon

$7.0K

Client receiptOutgoing paymentEscrow releaseStatutory deadlineEach cell shows scheduled instalment collections for the coming 30 days.

Workflow and approvals

Plan amendment history · PLN-63

1Original plan agreed

6 × $18K

Completed Feb

2Instalment 3 missed

Client notified

Completed Apr

3Plan renegotiated

9 × $12K

Completed May

4Currently performing

3 of 9 paid

In progress · Jul

5Final instalment

Feb 2027

Pending

Exceptions and risk

Exception queue and recommended actions

3 open

Two consecutive misses

PLN-64 · Orion Media

$24K

Plan exceeds 12 months

PLN-61 · policy breach

$96K

No signed agreement on file

PLN-66

$38K

Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity

Payment posted01 Jul · 10:10
N. Salim·Meridian Holdings PLC · M-2041·$31.0K·AUD-7700
Invoice edited02 Jul · 11:11
A. Okafor·Nordic Shipping AS · M-2035·$76.0K·AUD-7701
Credit note approved03 Jul · 12:12
D. Feld·Vertex Biotech Ltd · M-2024·$60.0K·AUD-7702
Retainer adjusted04 Jul · 13:13
J. Hollis KC·Lagos Bay Estates · M-2029·$53.0K·AUD-7703
Trust transfer completed05 Jul · 14:14
N. Salim·Kestrel Insurance · M-2007·$80.0K·AUD-7704
Expense approved06 Jul · 15:15
A. Okafor·Halcyon Partners · M-2011·$22.0K·AUD-7705
Tax report exported07 Jul · 16:16
D. Feld·Orion Media Group · M-2016·$88.0K·AUD-7706