ChangeInstallmentsChain

The ChangeInstallmentsChain is called when users manually create or modify installments on invoices.

Batch Chain Name	Batch Chain Alias	Apex Classes
ChangeInstallmentsChain	CHANGEINSTALLMENTS	BatchCancelEntriesHelper CreateInstallmentsBatchHelper BatchCreateEntriesHelper BatchSettleChangedInstallmentsHelper GetPaymentLinksBatchHelper

The batch chain involves Apex classes for batch helpers. The helper classes include additional logic to determine which batches are actually required. Most of them include optimization logic, which skips batches that are not needed under the given conditions.

Chain Item	Generated Batch	Description	Notes
BatchCancelEntriesHelper	BatchCancelEntries	Cancel existing entry records related to the invoice	The behavior differs depending on the use case. When called for changing installments, the entries related fo the invoice are canceled. When called from the FinalizeInvoiceChain to finalize a cancelation invoice, the the entries related to the canceled invoice are canceled.
CreateInstallmentsBatchHelper	BatchCreateInstallments	Creates installments	The behavior differs depending on the use case. When called for changing installments, existing installments are deleted and new installments are created. When called from the FinalizeInvoiceChain or the InvoiceRunChain, new installments are created only if there are no existing installments. Any existing installments are kept.
BatchCreateEntriesHelper	BatchCreateEntriesHelper	Creates entries for JustOn Cash Management integration
BatchSettleChangedInstallmentsHelper	BatchSettleChangedInstallments	Calls the settlement API of JustOn Cash Management, resulting in the assignment of the same payments that were used for the canceled entries.
GetPaymentLinksBatchHelper	BatchGetEntryPaymentLinks	Updates payment page links for all related entries
	BatchGetInvoicePaymentLinks	Updates payment page link for an installment invoice

The ChangeInstallmentsChain will not update invoice PDF files.

Depending on whether JustOn Billing & Invoice Management integrates with JustOn Cash Management or not, the execution scope differs:

JustOn Billing & Invoice Management
with JustOn Cash Management integrationJustOn Billing & Invoice Management
without JustOn Cash Management

When using JustOn Billing & Invoice Management with JustOn Cash Management integration, changing installments involves multiple steps:

• Cancels the related entry records applying the cancellation reason Changed Installment Plan.

  Any defined credit balance strategy for the business entity will be ignored in this case.

• Deletes existing and creates new installment records (ONB2__Payment__c records of the type Installment)

• Creates new entry records for the new installments
• Settles the new entry records using the payments that were used to settle the canceled entry records
• Updates the payment page links for the new installments and the InvoiceEmailQueueChain

Example: Modifying installments with existing payments in JustOn Cash Management

Assume there is an invoice with a grand total of 1200 and 4 installments. After collecting two payments of 300 each, there are the following records:

Installment	Amount	Entry	Payment	Entry Item	Assigned Amount	Payment Balance
I1	300	E1	P1	P1, E1	-300	-300
I2	300	E2	P2	P2, E2	-300	-300
I3		E3
I4		E4

Changing the payment plan to 6 installments will result in:

Installment	Amount	Entry	Payment	Entry Item	Assigned Amount	Payment Balance
I5	200	E5	P1	P1, E5	-200	-200
I6	200	E6	P1	P1, E6	-100	-100
			P2	P2, E6	-100	-100
I7	200	E7	P2	P2, E7	-200	-200
I8		E8
I9		E9
I10		E10

When using JustOn Billing & Invoice Management without the JustOn Cash Management integration, only the chain item CreateInstallmentsBatchHelper is executed. With an existing installment configuration, the batch class BatchCreateInstallments, consequently, deletes any existing and creates new installment records (ONB2__Payment__c records of the type Installment).