Daily use
Who can use this: Agreement settings need edit customer-agreement-settings. Opening needs installment + agreement access. Where to find it: Installment Module (Agreement button)
What is this?
This is the everyday path after setup.
Before you start
Finish Set up first.
Steps
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Open Installment Module > Installment Sales.
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Open one installment sale.
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Click Agreement.
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Check customer and bill fields on the preview.
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Capture the signature on screen when ready.
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Save, then use Print for the A4 copy.
What you will see
The list or the form shows the result. You can reopen the record from the same menu.
Tips
- Stay on the correct location.
- Read the row status before you change anything.
Common problems
| Problem | Solution |
|---|---|
| The action is missing | Refresh after the feature was turned on. |
| The amount looks wrong | Open the record and read the lines. |