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Installment Group

Welcome! This page shows everything related to a single Installment Group: your project details, upcoming/paid amounts, your payments, and a timeline of key updates. It’s designed for clarity—no technical jargon, just what you need to review and act.

What you’ll see​

  • Developer, Project, City, Unit – A quick snapshot of the property at the top of the page.
  • Edit Installment (Admins & Finance) – Jump straight to editing the group.
  • Start Tour (Clients) – Launch a guided walkthrough of the page.

Summary Cards​

  • Total Amount – The total installments value (without general fees).
  • Upcoming Payment – The next amount expected soon.

Clients Information​

  • A card for each client in this group with:
    • Client name (and assigned agent for staff views)
    • Total Payment – Sum of all payments attributed to that client
    • Quick actions:
      • View Profile (staff)
      • Add Payments (staff)

General Fees​

Some projects include one‑off fees (e.g., Administration, Registration, DLD). Each fee shows:

  • Fee name and total amount
  • Status (Paid / Pending)
  • Payments made toward that fee
  • Actions (when allowed): Add payment (staff) or Pay Fee (client)

Tabs​

  • Installments – The full payment plan (excluding fees)
  • Payments – A chronological list of all payments
  • Logs (staff only) – A timeline of important updates and actions

Working with installments​

Installments table​

Each row represents a scheduled installment and shows:

  • Due Date (or Post Handover when applicable)
  • Description (with % if provided)
  • Status
    • Paid – fully settled
    • Overdue – past the due date with a remaining balance
    • Upcoming – not yet due
  • Amount, Paid, and Balance
  • Actions (based on role):
    • Pay (client)
    • Send Reminder (super‑admin)

Expand a row to view payments applied to that specific installment, including dates, descriptions, client, amounts, and attachments.

Payments that need approval​

Items marked PENDING are awaiting review. Super‑admins can Approve or Decline them from the Installments or Payments tabs.

Payments tab​

A single list of all payments for the group. For each payment you can:

  • View details such as date, description, client, and amount
  • Approve/Decline (super‑admin) when pending
  • Edit your own pending payments (clients; admins when enabled)
  • Open attachments or Upload attachments (staff)

At the bottom you’ll see the Total across all listed payments.

Logs (staff only)​

A simple timeline of actions and changes related to this Installment Group, with paging controls when the list is long.

Attachments​

At the end of the page you can review group‑level attachments (not tied to a specific payment). Staff may also:

  • Upload new files (drag & drop, browse, or paste)
  • Rename titles before upload
  • Delete an attachment

Tip: If you add files, click Upload Attachments to finish.

Role‑based actions at a glance​

  • Clients: Start Tour, Pay installment, Pay fee, Edit own pending payments, View attachments
  • Admins/Finance: Edit Installment, Add Payments, Upload attachments, View client profiles
  • Super‑admin: All of the above plus Approve/Decline payments, Send reminders, Delete payments

Helpful notes​

  • Amounts are shown in AED.
  • Overdue rows are visually highlighted so you won’t miss them.
  • Totals are shown in table footers where helpful.

If something looks off, check with your team—values reflect the latest records added and approved for this Installment Group.