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What This Section Covers

Installments let your staff break up an Order’s balance into several scheduled charges instead of collecting everything up front. This is common for memberships and other subscription products that a member would rather pay over time. An installment is not a separate kind of record. Each scheduled charge is a Financial Event — the ledger record fusionCore writes for every money motion — flagged as an installment. You schedule them from the Manage Installments screen on an Order, then either collect each one manually or let the daily auto-charge batch collect them against a saved payment method. If you are new here, start with Enabling Installments, then Creating Installments.

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Key Concepts

  • Installment — a single scheduled charge. It is a FCORE_PAY__Financial_Event__c record with Type__c = 'Installment', Status__c = 'Pending', and Is_Installment__c = true. There is no dedicated “Installment” object — see Installment Financial Events.
  • Installment plan — the full set of installments scheduled against one Order. fusionCore writes a summary of the plan back to the Order (start date, frequency, count, next installment).
  • Manage Installments — the component on the Order record page where you preview, generate, and revise an installment plan.
  • Allow Installments (Product2.FCORE_PAY__Allow_Installments__c) — the product-level checkbox that decides whether a product’s amount can be split into installments. It is checked by default.

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Explore the Section

Enabling Installments

Control which products can be split into installments.

Creating Installments

Schedule an installment plan on an Order by frequency or by number of installments.

Revising Installments

Regenerate a plan, and understand what happens to pending, failed, and succeeded installments.

Manually Paying for an Installment

Collect a single installment on demand with the Pay Financial Event action.

Installment Financial Events

See how installments are stored as Financial Events and which Order fields roll them up.

Metadata Settings for Installments

Configure the defaults that seed the Manage Installments screen.