Due Today

Due Today filters the schedule to instalments falling due on the current date, giving collectors a worklist of expected payments. It lets officers proactively remind members and follow up the moment an instalment matures rather than after it ages into arrears.

Workflow

Open at start of day to see instalments maturing today.
Sort by amount or officer to prioritise outreach.
Send reminders to members with instalments due.
Mark contact made or expected-payment notes on the loan.
Re-check at day end against Today Collections to confirm receipts.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Loan `loan_id`	Link → mfi.loan	Yes	Loan
# `installment_number`	Number	Yes	#
Due Date `due_date`	Date	Yes	Due Date
Status `state`	Choice: Pending, Partially Paid, Paid, Overdue, Waived	Yes	Status
Member `member_id`	Link → mfi.member	—	Member
Branch `branch_id`	Link → mfi.branch	—	Branch
Currency `currency_id`	Link → res.currency	—	Currency
Principal Due `principal_amount`	Money	—	Principal Due
Interest Due `interest_amount`	Money	—	Interest Due
Total Due `total_due`	Money	—	Total Due
Principal Paid `principal_paid`	Money	—	Principal Paid
Interest Paid `interest_paid`	Money	—	Interest Paid
Total Paid `total_paid`	Money	—	Total Paid
Balance Due `balance_due`	Money	—	Balance Due
Opening Balance `opening_balance`	Money	—	Opening Balance
Closing Balance `closing_balance`	Money	—	Closing Balance
Paid Date `paid_date`	Date	—	Paid Date
Days Overdue `days_overdue`	Number	—	Days Overdue
Company `company_id`	Link → res.company	—	Company

Status lifecycle

Records on this screen move through these statuses:

Pending → Partially Paid → Paid → Overdue → Waived

Notes & rules

Model: mfi.loan.schedule, due date = today.
Pairs with Today Collections to confirm expected-versus-received.
Proactive arrears-prevention tool.

Technical model: mfi.loan.schedule · Record: Loan Repayment Schedule