Enabling Installments

Certain business use cases require staged payment plans for invoices. To this end, JustOn allows for setting up installments, which represent models for intended payment plans.

Enabling installments involves the following mandatory tasks:

• Creating custom setting Installment
• Adding installment types to subscriptions or invoices

Optional setup steps may include:

• Configuring installment table on invoices
• Adding installment types to opportunities or accounts
• Overwriting titles for individual installments and languages

Once set up, there are various ways to have the payment plans created based on your installment types:

• Creating an invoice from a subscription with an installment type set
• Finalizing a draft invoice with an installment type (and a date) set
• Creating installments manually from draft or open invoices

Info

In certain cases, there may be already payment balances assigned to an invoice. Assume, for example, there is a pre-payment that originates from a pro forma invoice. When creating the installments for the final invoice, JustOn also creates a deposit installment, which represents the sum of the assigned payment balances. The remaining amount, which is due with the final invoice, is then distributed according to the specified payment plan.

Installment Information

JustOn implements installments (or payment plans) using the custom setting Installment. Each installment custom setting represents a model for the intended payment plan.

The following fields are available:

Field	Required	Description	Examples
Name		The name of the payment plan model, is referred to by the field Installment Type on the invoice, subscription, opportunity or account. The name must match with one of the picklist values of the Installment Type field on the invoice.
Period		The period configures the number of installment payments and their interval in days or months. The syntax is Nx(M) where N = interval, x = d | m (days or months), M = installments M is optional. Multiple periods are separated by comma.	1m(12) = 12 installments, due once per month 30d(6) = 6 installments, due every 30 days 2m(4),120d = 5 installments, the first four are due every two months, the last is due 120 days after the penultimate
Rate		The rate is applied to the Grand Total of the invoice. The syntax is N(M) where N = % rate, M = installments M is optional. Multiple rates are separated by comma. If there are less rates than periods, JustOn distributes the remaining amount equally to the remaining installments.	20(5) = 5 installments, each with 20% of the grand total 20,30,50 = 3 installments with 20%, 30% and 50% of the grand total 25 = one installment of 25%, the remaining 75% are distributed equally to the remaining installments
Amount		The amount is taken from the Grand Total of the invoice. The syntax is N(M) where N = installment amount, M = installments M is optional. Multiple amounts are separated by comma. If there are less amounts than periods, JustOn distributes the remaining amount equally to the remaining installments.	100(4) = 4 installments, each with the amount of 100. If the grand total is larger than 400, the last installment holds the remaining amount instead. 250.33 = one installment of 250,33, the remaining amount is distributed equally to the remaining installments 50(2) = 2 installments of 50 each, the remaining amount is distributed equally to the remaining installments
Title		The title for each installment in the installment table in the invoice PDF, may contain placeholders. Preconfigured placeholders include [PosNo] = number of the current installment [InstallmentAmount] = amount of the current installment [InstallmentRate] = rate of the current installment (only applicable if the rate configuration is used) [InstallmentDate] = due date of the current installment	Installment [PosNo] ([InstallmentRate])

Info

Leaving Rate and Amount blank distributes the invoice amount equally to the installments as defined in Period.

Note

Rate and Amount must not be used in the same installment setting.

Installment Examples

This section summarizes some examples for the installment configuration, illustrating its behavior.

Four equally distributed monthly installments

Invoice

Field	Value
Grand Total	100,00
Payment Due Date	2017-12-05
Installment Type	Four by Month

Installment custom setting

Field	Value
Name	Four by Month
Period	1m(4)
Rate
Amount
Title	Installment [PosNo]

Resulting payment plan

Title	Date	Amount	Rate
Installment 1	2017-12-05	25,00
Installment 2	2018-01-05	25,00
Installment 3	2018-02-05	25,00
Installment 4	2018-03-05	25,00

Five equally distributed monthly installments, due end of month, overwritten titles

Invoice

Field	Value
Grand Total	100,00
Payment Due Date	2017-12-31
Installment Type	Five by Month

Installment custom setting

Field	Value
Name	Five by Month
Period	1m(5)
Rate
Amount
Title	Installment [PosNo]
Title1__c	First Rate
TitleLast__c	Last Rate

Resulting payment plan

Title	Date	Amount	Rate
First Rate	2017-12-31	20,00
Installment 1	2018-01-31	20,00
Installment 2	2018-02-28	20,00
Installment 3	2018-03-31	20,00
Last Rate	2018-04-30	20,00

Three installments, distributed by rate, regular period

Invoice

Field	Value
Grand Total	100,00
Payment Due Date	2017-12-05
Installment Type	Three by Two Months

Installment custom setting

Field	Value
Name	Three by Two Months
Period	2m(3)
Rate	20,30,50
Amount
Title	Installment [PosNo]

Resulting payment plan

Title	Date	Amount	Rate
Installment 1	2017-12-05	20,00	20
Installment 2	2018-02-05	30,00	30
Installment 3	2018-04-05	50,00	50

Three installments, distributed by rate, irregular period

Invoice

Field	Value
Grand Total	100,00
Payment Due Date	2018-03-15
Invoice Date	2018-03-01
Payment Due	14 (days)
Installment Type	Three Irregular

Installment custom setting

Field	Value
Name	Three Irregular
Period	17d,103d,0d
Rate	20,30,50
Amount
Title	Installment [PosNo]

Resulting payment plan

Title	Date	Amount	Rate	Notes
Installment 1	2018-03-15	20,00	20	The first installment date is always the payment due date.
Installment 2	2018-04-01	30,00	30	17 days are added to the first installment date.
Installment 3	2018-07-13	50,00	50	103 days are added to the second installment date.

Three installments with fixed first amount, regular period

Invoice

Field	Value
Grand Total	100,00
Payment Due Date	2017-12-05
Installment Type	30 Deposit

Installment custom setting

Field	Value
Name	30 Deposit
Period	20d(3)
Rate
Amount	30
Title	Installment [PosNo]

Resulting payment plan

Title	Date	Amount	Rate
Installment 1	2017-12-05	30,00
Installment 2	2017-12-25	35,00
Installment 3	2018-08-14	35,00

Existing pre-payment, four equally distributed monthly installments

Invoice

Field	Value
Grand Total	100,00
Payment Due Date	2018-07-31
Pre-Payment	40,00
Installment Type	Four by Month

Installment custom setting

Field	Value
Name	Four by Month
Period	1m(4)
Rate
Amount
Title	Installment [PosNo]
TitleDeposit__c	Received Payment

Resulting payment plan

Title	Date	Amount	Rate
Received Payment	2018-07-31	40,00
Installment 1	2018-07-31	15,00
Installment 2	2018-08-31	15,00
Installment 3	2018-09-30	15,00
Installment 4	2018-10-31	15,00

Defining Installment

Depending on your organization's requirements, you must create individual installment settings to cover specific staged payment plans.

1. In Setup, 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.

   The mandatory information include the name, period and title. Set a rate or amount as necessary.

   For details, see Installment Information.

5. Click Save.

   This creates the new payment plan model and makes it available for subscriptions and invoices.

Adding Installments to Subscriptions or Invoices

After defining the installment setting, you must make it available for subscriptions or invoices, depending on your business requirements. To do so, you add the intended installment types to the value picklist for the Installment Type field of the Subscription or Invoice object.

Note

Make sure that the field Installment Type is visible in the subscription or invoice layout. For help about modifying page layouts, see Managing Page Layouts.

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.

4. Click Save.

   This makes the installment setting available for use with subscriptions or invoices. Repeat this step for every (previously defined) installment type that you want to make available.

   For help about editing fields, see Managing Object Fields.

Adding Installments to Opportunities or Accounts

Optionally, you can make the installment settings available for use with opportunities or accounts, depending on your business requirements. If a user selects an installment on an opportunity or account, JustOn copies it to the invoice when creating an invoice from this opportunity or for this account.

Making installment settings available for use with opportunities or accounts involves two steps:

• Adding the field ON_InstallmentType to the Opportunity or Account object
• Adding the defined installment types to this field

To add the field ON_InstallmentType to the Opportunity or Account object:

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

2. Create the following new field.

   Label	API Name	Data Type	Description
   Installment Type	ON_InstallmentType	Picklist Text (255) Formula (Text)	Specifies the installment type, is copied to the invoice during the invoice run.

   For help about creating fields, see Managing Object Fields.

If you have created the field ON_InstallmentType as a picklist, you must add the intended installment types to the corresponding value picklist.

1. Navigate to the ON_InstallmentType field of the Opportunity or Account object.
2. In the Values section, click New.
3. Type the name of the defined installment type setting into the text area.

4. Click Save.

   This makes the installment setting available for use with opportunities or accounts. Repeat this step for every (previously defined) installment type that you want to make available.

   For help about editing fields, see Managing Object Fields.

Info

If you have created the field ON_InstallmentType as a text or a text formula field, users must specify the exact name of the installment type that they want to apply.

Overwriting Titles for Individual Installments and Languages

You can create installment-specific and language-specific titles for individual installments. To this end, you add additional title fields to the installment custom setting. The field names must follow a specific syntax in order to be applied by JustOn, as illustrated in the following examples.

Overwrite Target	Field Name	Examples
Title for the deposit installment	TitleDeposit__c	Deposit
Title for the first installment	Title1__c	First Installment First Rate
Title for the first installment on German invoices	Title1_de__c	Erste Rate
Title for the last installment	TitleLast__c	Last Installment Last Rate
Title for the last installment on German invoices	TitleLast_de__c	Letzte Rate Schlussrate
Title for the fifth installment	Title5__c	Fifth Installment

Configuring Installment Table on Invoices

With an applied installment setting, JustOn automatically prints the payment plan to the invoice PDF. There are two template fields that control the display of the corresponding installment information:

Template Field	Description
Installment Columns	Defines the columns for the installment table, must be a list of payment field names separated by semicolons. Defaults to Title__c;Date__c;Amount__c.
Installments Text	Specifies text to be rendered above the installment table.

To configure the contents of the installment table:

1. Open the template to be edited.

2. In the Information section, double-click the Installment Columns field and specify the installment table configuration as required.

   Alternatively, you can click Edit in the detail view to edit the field.

3. Click Save.

To specify a text that introduces the payment plan:

1. Open the template to be edited.

2. In the Additional Content section, double-click the Installment Text field and type the text as required.

   Alternatively, you can click Edit in the detail view to edit the field.

3. Click Save.

Hiding Deposit Installment on Invoice PDF

When creating installments, JustOn may create a deposit installment that represents the sum of payment balances assigned to the invoice. By default, the deposit payment is the first entry of the payment plan as printed to the invoice PDF. Depending on your requirements, however, you may decide not to show the received payment in the list of payments still to be made.

You can use a custom CSS rule to suppress the deposit payment row in the printed invoice:

1. Open the template to be edited.

2. In the Layout & Design section, double-click the Custom CSS field and specify the following CSS code:

   .is-print-invoice .depositInstallmentRow {
       display: none;
   }
   

3. Click Save.

Next steps:

Setting up an installment type for a subscription
Setting up an installment type for an invoice
Creating installments manually from draft or open invoices

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