Daily use
Who can use this: view installment, installment sale, or manage installment template Where to find it: Installment Module
What is this?
This is the everyday path after setup.
Before you start
Finish Set up first.
Steps
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On POS, click INSTALL when the sale is an installment.
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Pick the plan.
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Confirm the schedule.
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Later, open Installment Sales or Overdue EMIs.
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Open one sale and click Agreement when customer agreement is on.
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Collect EMI from Collect EMI Payment when Bulk Payments is on.
What you will see
The list or the POS bill shows the result. You can reopen the record from the same menu. Agreement opens the A4 purchase agreement for signature and print.
Tips
- Stay on the correct location.
- Do not skip the customer when the form asks.
- Print the agreement before the customer leaves.
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. |
| Agreement is missing | Turn on Customer agreement (installment) in Features. |