Learn how to create new installment agreements

Steps:

1. 1 Step 1: Navigate to Agreements
2. 2 Step 2: Click Create New
3. 3 Step 3: Fill client information
4. 4 Step 4: Add item details
5. 5 Step 5: Set financial terms
6. 6 Step 6: Review and save

Recording payments and managing installments

Steps:

1. 1 Step 1: Find the agreement
2. 2 Step 2: View agreement details
3. 3 Step 3: Click Record Payment
4. 4 Step 4: Enter payment details
5. 5 Step 5: Save payment record

Generating and analyzing reports

Steps:

1. 1 Step 1: Go to Reports Dashboard
2. 2 Step 2: Select report type
3. 3 Step 3: Apply filters
4. 4 Step 4: View results
5. 5 Step 5: Export if needed

Managing client information and history

Steps:

1. 1 Step 1: Navigate to Clients
2. 2 Step 2: Add new client or search
3. 3 Step 3: View client details
4. 4 Step 4: Check payment history
5. 5 Step 5: Update information