Customer agreement
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?
After an installment sale, staff open an A4 Purchase Agreement for online signature and print. There is no separate sidebar menu. Use Agreement on the installment sale page.
Before you start
Turn the feature on before you train staff. Leave it off if this shop does not use it.
Steps
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Open Settings > General Settings.
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Open Features.
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Find Customer agreement (installment).
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Turn it on. It saves by itself.
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Refresh the page so the menu appears.
What you will see
The Installment Module (Agreement button) menu appears for roles that have access. Staff without the permission still will not see it.
Tips
- Turn it on only when you are ready to use it.
- Give the permission to the right role, not every user.
Common problems
| Problem | Solution |
|---|---|
| The menu is missing | Turn Customer agreement (installment) on, then refresh. |
| The menu is still missing | Tick the permission on the role. |