Installments

Installment transactions, from creating one to collecting its installments and following up overdue ones.

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1. 1 Create an installment transaction Go to Installments → Installment transactions, press New installment transaction, fill in the customer, lines, pricing and schedule, then press Create installment transaction.
2. 2 Sponsors Record a sponsor once under Installments → Sponsors, then link them to an installment transaction when you create it or later from the Parties tab.
3. 3 Collect an installment Open the due from Installment dues and press Collect, or press Collect on transaction on the transaction's page, then enter the amount and payment method and press Record collection.
4. 4 Dues and overdue installments Open Installments → Installment dues to see what's due today, what's overdue and what was paid today, and collect or move a due from its page.
5. 5 Reverse a collection or cancel a transaction Undo a wrong collection with Reverse collection, fix a transaction's details with Correct transaction, close what's left with End transaction (waive the rest), and cancel a transaction that shouldn't exist with Cancel entire transaction.
6. 6 Installment transaction categories Being written 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.