Print the Installment Agreement and Installment Schedule

This feature allows you to print the complete installment agreement along with the detailed installment schedule directly from the agreement’s view screen, to share a clear, organized payment plan with the customer.

Before You Begin

• You must have already created an installment agreement and reached its view screen. See the Add an Installment Agreement article.

Steps to Print the Installment Agreement and Installment Schedule

1. From the main menu, click on “Sales.”
2. Click on “Manage Invoices.”
3. Click on the invoice you want to print an installment agreement for.
4. Click on “View Installment Agreement.”
5. Click the “Printables” button.
6. A dropdown menu appears displaying the available templates.
7. Select the required template from the list.
8. The printable template is displayed automatically, including the agreement details and the full installment schedule, and is ready to print or download.
9. Click “Print” at the top of the printout.

How the System Works

• The system displays the following agreement data in the printable template: agreement number, invoice number, client name, total agreement amount, installment amount, installment frequency, installment start date, total number of installments, and notes (if any).
• Below the agreement data, the system displays the full installment schedule, which includes for each installment: installment number, due date, amount, status (Paid / Unpaid), showing the payment date only for installments with a “Paid” status.

Notes

• 6 ready-made general templates are available for printing the installment agreement, supporting both Arabic and English languages.
• The system administrator can add or customize additional print templates through Installment Settings, then Print Templates for Installment Agreements.