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STEP BY STEP GUIDE · Sales and instalments

From deposit to sale: entering a sale with instalments

How deposit, trade-in and instalments come together in one sale.

Sales and instalments · Last updated: 09.10.2026

  1. Start the sale wizard from the vehicle's page or from Sales.
  2. Choose the buyer; a deposit, if there is one, comes in by itself.
  3. In the payment plan add cash, deposit, loan, trade-in and instalment lines. You cannot go on until they add up to the price.
  4. On the instalment line enter the number of instalments and the first due date; the table is drawn up for you and can be adjusted.
  5. Read the warnings of the compliance step, produce the papers and complete the sale.

You book a collected instalment under Cash → Notes; there is no need to go back to the sale.

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