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Set up Installments

Who can use this: view installment, installment sale, or manage installment template Where to find it: Installment Module

What is this?​

Create the master records before the first real bill.

Before you start​

The feature switch must already be on. See Overview.

Steps​

  1. Open Plan Templates.

  2. Save the number of payments and the gap.

  3. Turn on Installment Pro module only if you need collection extras.

    Installments

What you will see​

The new records show in the list. POS or sales can use them after that.

Tips​

  • Use a test record first.
  • Click Close if you do not want to save.

Common problems​

ProblemSolution
New is missingYour role cannot create records here.
Save shows a red lineFill every star field.