Set up
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?
One-time setup before daily work.
Before you start
Turn Customer agreement (installment) on in Settings > General Settings > Features.
Steps
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Turn on Installment / EMI module first.
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Turn on Customer agreement (installment).
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Fill Business Reg. No. if needed.
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Edit Agreement terms (one line per point) or leave blank for default text.
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Click Save agreement text.
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Refresh, then open an installment sale.
What you will see
Menus and buttons match the steps above. If a button is missing, the role still needs a permission.
Tips
- Train one manager first, then the rest of the team.
- Keep unused features off so the left menu stays short.
Common problems
| Problem | Solution |
|---|---|
| Setup page says no access | Ask an admin to tick the permission. |
| Changes do not show | Refresh the browser after saving. |