Mobile installment handover checklist

A printable operating aid for mobile retailers. Use your browser’s Print command. This is not a financing offer or a list of guaranteed product features.

At the counter

• Confirm the customer, agreement reference and exact device identifier.
• Record phone price, received down payment, remaining balance and agreed due dates. State the currency explicitly; use PKR for a Pakistan agreement denominated in Pakistani rupees.
• Explain enrollment, permitted device management, support and final release.
• Verify supported enrollment before handover.

At each payment

• Distinguish a payment attempt from confirmed receipt.
• Match received funds to the intended agreement; resolve partial and unidentified receipts.
• Update the account status from reconciled evidence.
• Assign disputes to a named colleague and record the next action.
• Authorize any permitted device action separately, then confirm its result.

At completion

• Confirm final settlement and resolve remaining adjustments.
• Record completion, arrange authorized final release and verify the device result.
• Give the customer a clear closure acknowledgement.

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RecTym Editorial Team · 16 September 2026