Step by step
- Open Sales > EMI Sales.
- Narrow the list with the filters: Customer, Payment Status, Sale Screen, From Date, To Date and Created By. A search looks through all dates.
- Click Action on a row. View opens the invoice. EMI Details shows each instalment with its payment date, amount and Paid or Unpaid; Print EMI Schedule prints it.
- To take an instalment press Add Receipt. Choose the Installment, check the Received Amount, choose the Payment Type and the Debit A/c, and press Save or Save & Print.
- The last row shows the totals of Total Qty, Total Invoice Amt, Received Amount, Return and Due for the filtered sales.
- Excel, Pdf and Print export the list. New (F3) opens Add Sale.
Good to know
- A new EMI sale is made in Sales > Add Sale: set EMI to YES, then set the down payment and the instalments with the EMI button. It needs a listed customer.
- An EMI sale cannot be edited or duplicated. A sale that has a receipt or a return cannot be deleted.
- An instalment receipt cannot be more than the EMI due of the sale.
- EMI Sales, Installments and Today Due Installments are shown only when EMI is turned on on the Modules page.