Reports
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?
Screens that help you check progress and find mistakes.
Before you start
Pick dates and location when the page offers them.
Steps
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Reopen Agreement from the same installment sale anytime.
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Print again if the paper copy was lost.
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CHECK: signed file is stored with that installment sale.
What you will see
Totals and rows for the filter you chose.
Tips
- Export only after the filter looks right.
- Compare with Account Ledger when money looks off.
Common problems
| Problem | Solution |
|---|---|
| Empty list | Widen the date range. |
| Numbers disagree with sales | Check the same location and dates. |