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User manual
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Installment transaction categories

Under Installments → Categories you keep the names that group what you sell on installments, and pick one as the Category on each new installment transaction.

Who this is for: Owner Manager Installments clerk
Last reviewed:

This article is still being written: it explains what the screen is for, and its steps are not written yet.

Every installment transaction has a category that says what kind of goods were sold, such as phones or home appliances. You'll find the list under Installments → Categories, which opens the Categories page with a ready-made category, General merchandise. Add one with New category and fill in its Title and Description, or add it with the + next to Category while creating a transaction.

The Owner, Manager and anyone with the Installments clerk role manage categories. Each row shows how many Transactions use the category, and a category used by installment transactions can't be deleted; rename it with Edit instead.