Keep instalment sales organised.
Use the supported EMI workflow to record an instalment-based sale and review collections. Agree the schedule and customer details before starting.
Agreed sale and schedule
Instalment collections
Remaining dues for follow-up
Instalments divide collection over time.
EMI working connects a sale with an agreed instalment schedule and the receipts collected against it. The customer needs to understand the amounts and due dates; the business needs to distinguish amounts already received from those still outstanding.
Enable the supported EMI workflow, prepare the sale terms and review the schedule with the customer. When an instalment is received, record it against the correct account and reference, then inspect the remaining balance. Keep any advance distinct from the later collections.
How to use it.
Keep instalment sales organised.
- 01
Prepare the customer and supported instalment-sale entry
- 02
Review the instalment schedule and terms
- 03
Record collections and check the remaining amounts
What this looks like in your business.
An electronics dealer sells on an agreed instalment plan and needs a clear record of amounts received and due.
Good questions.
Clear answers.
Choose the workflow that fits your business and confirm its setup in a demonstration.
What should I check when a customer pays less than the instalment?
Record the amount actually received, review how it is allocated and inspect the remaining due. Do not mark the whole instalment paid simply to clear it from a follow-up list.
What setup should I confirm?
Confirm interest, rounding, due-date and receipt behaviour for your actual agreement. The page is not a credit offer.
What else can help?
Excel item import and export
Prepare a catalogue once, then review the import.
Read the guide →Account import and export
Bring account masters into a consistent format.
Read the guide →Sales purchase and receipt import
Check imported transactions before trusting the totals.
Read the guide →See it with a sample from your business.
Bring a sample bill or item list. We’ll show you the steps and answer your questions.