POS / Services and instalments
Create an Easy Pay instalment sale
Review customer eligibility, down payment, instalments, charges and the agreement before Easy Pay checkout.
Before checkout
The Easy Pay module must be enabled and the account permitted to perform instalment checkout. Select the real customer, check credit eligibility where offered and prepare the normal cart, stock and serial checks.
Review the plan
Open the available Easy Pay option in the payment flow. Review the down payment and actual tender lines, instalment count, weekly/fortnightly/monthly frequency, applicable Easy Pay charge and first instalment due date. Select Sales person when required. Use only terms the shop allows; the quote determines the schedule and total.
Complete the sale
Check the customer, financed amount, down-payment methods and agreement, then submit once. The checkout creates the sale/invoice and plan together with its down payment. Check the saved plan and print the agreement if available. Do not collect or post the down payment again as a separate ordinary payment.
If checkout is uncertain after a timeout, check the saved order and plan before restarting. A printer failure does not justify another sale. Instalment balance is handled through Easy Pay collections rather than altering the original cart.