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Who owes what, instalment by instalment

An agreement records what is owed: lines, discount and payment plan. Instalments close as payments arrive; one click turns it into an invoice, and a refund request waits for approval.

Start with EraThe Finance module

An agreement, its instalments and payments

An agreement’s currency never changes; its amount, discount and plan can, but never below what was collected. If an affiliate brought it, commission opens at that day’s rate.

What you can do on Agreements

Each is a button or a form in the app; every one is tied to role permissions and logged.

Open an agreement

Records what somebody owes, in the workspace currency unless told otherwise.

Remove a discount

Takes a discount off and puts the amount back on the agreement.

Accrue a commission

Opens what the affiliate is owed, at the rate frozen on the day of the agreement.

Recalculate the commission

K-09: brings a pending commission in line with what has been collected (calculate_commission_amount_v3). Runs on every collection and refund; the button runs it by hand.

Edit an agreement

Changes what the agreement says — never its currency.

Schedule instalments

Writes the whole due-date plan in one transaction.

Edit an instalment

Moves a due date or changes an amount, never below what has been collected.

Cancel an instalment

Takes an instalment out of the plan without deleting it.

Record a collection

Money arrived: writes the movement, the event and what it paid off.

Apply a discount

Reduces an agreement, and freezes the reduced amount on the row.

Refund a collection

Sends money back. A refund is an event on the collection, not a record of its own.

Request a refund

Asks for money to go back. Nothing moves until somebody who can approve says yes.

How it connects to other modules

Agreements is part of the Finance module and uses the same customer record and permissions. From this screen, work happens in other modules too:

Finance

What customers owe and pay, and what the business spends.

Invoices
  • Invoice an agreement
Customers

Built on it: One record for every customer, shared by every module.

Sales

Built on it: Leads, the calls that follow them up, and the partners who send them.

Apps

Built on it: The apps and services you connected, and the updates sent to them.

The Finance menu in the app

Other sub-modules in Finance

Parts of the same module with a screen of their own.

CollectionsMoney in: take a payment, capture or release a hold, spread a payment across instalments.ExpensesMoney out with an approval step: record, approve, mark paid, and copy recurring expenses automatically.CommissionsCommissions owed to affiliates: they follow what was collected, and a payout is recorded as one transfer.

Start from a ready template

Templates that use this screen’s actions or turn this module on.

Questions about Agreements

Open an agreement, Remove a discount, Accrue a commission, Recalculate the commission, Edit an agreement, Schedule instalments, Edit an instalment, Cancel an instalment, Record a collection, Apply a discount, Refund a collection, Request a refund, Cancel an agreement, Invoice an agreement.

It has its own row in the Finance menu; it is part of the Finance module and shows while the module is on.

Invoices: Invoice an agreement.

The Finance module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.

Who owes what, instalment by instalment.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

Start with EraThe Finance module