Configuring Service Period Installments

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Service period installments align payments with service delivery periods – ideal for subscription services and recurring billing.

When to use service period-based installments

Typical use cases for service period-based installments include, for example

• Subscription services with defined service periods
• Recurring billing tied to service delivery
• "Permanent" invoices with deferred revenue
• Project-based billing with milestone payments

As an example, assume that you want to create installments that align with monthly service periods. Setting this up usually involves two steps:

• Creating the Installment custom setting
• Adding the installment to subscriptions or invoices
• Optionally, adding the installment type to generic invoice run sources

Conditions for service period installments

When using service period-based installments, be aware of the following specifics:

• Invoice line items must have Service Period Start and Service Period End set.
• For one-time items, billing factor and billing unit must be empty.
• Payment amounts are auto-calculated based on service period distribution.

Creating Service Period Installment Custom Setting

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Installment.

3. Click New.

4. Specify the details as necessary.

   Field	Value	Description
   Name	Monthly Service	Name for the service period plan
   Period	Service Month	One payment per service month
   Title	Service [PosNo]	Title for each service payment
   Rate	(leave blank)	Auto-calculated from service periods
   Amount	(leave blank)	Auto-calculated from service periods

   Service Period Options

   • Service Month = One payment per service month
   • Service Quarter = One payment per service quarter (3 months)

5. Click Save.

   This creates the new payment plan model.

Adding Service Period Installment to Subscriptions or Invoices

To make the installment type available for subscriptions and invoices, you must add it to the value picklist for the Installment Type field of the Subscription or Invoice object.

1. Navigate to the Installment Type field of the Subscription or Invoice object..
2. In the Values section, click New.

3. Type the name of the defined installment type setting into the text area.

   Following the example, enter Monthly Service.

   The value must match one of the installment setting names for service period installments.

4. Click Save.

   This makes the installment setting available for use with subscriptions or invoices.

Adding Service Period Installment to Accounts or Arbitrary Objects

Depending on your business requirements, you can also make the installment settings available for use with accounts or objects based on which you create invoices using the generic invoice run. When defining an installment on the account or the accordingly configured source object, JustOn Billing & Invoice Management copies it to the invoice when creating an invoice for this account or from this object.

To make installment settings available for use with accounts or invoice source objects:

1. Navigate to the fields list of the relevant object.

2. Create the following new field.

   Label	API Name	Data Type	Description
   Installment Type	ON_InstallmentType	Picklist	Specifies the installment type, is copied to the invoice during the invoice run.

3. Click Save.

   This creates the custom field.

4. In the Values section of the ON_InstallmentType field, click New.

5. Type the names of the defined installment type settings into the text area, each on a new line.

   The values must match the installment setting names for service period installments.

6. Click Save.

   This makes the installment setting available for use with accounts or objects based on which you create invoices.