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Overview

You schedule installments from the Manage Installments component on an Order record page. The component reads the Order’s eligible products, lets you preview a schedule, and then generates the installments. Each generated installment is a FCORE_PAY__Financial_Event__c record with Type__c = 'Installment' and Status__c = 'Pending', with one FCORE_PAY__Financial_Event_Line__c child per product in the split. fusionCore also writes a summary of the plan back to the Order — for example Installment_Start_Date__c, Installment_Frequency__c, and Number_of_Installments__c. When you first open the component, its fields are pre-filled from the Default record of the Installment_Generator_Setting__mdt custom metadata type. See Metadata Settings for Installments to change those defaults.

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Prerequisites

  • The Order is a draft quote or an unpaid invoice with a balance due greater than $0.
  • The Order has order products, and at least one of them has Allow Installments checked. See Enabling Installments.

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How to Create an Installment Plan

1

Open Manage Installments

On the Order record page, click Manage Installments.
Manage Installments button on an Order record page

Manage Installments button on an Order

2

Choose how to split the balance

Pick a plan type:
  • By Frequency — installments fall on a repeating cadence. Choose a Frequency of Quarterly, Monthly, Bi-Weekly, or Weekly.
  • By Number of Installments — you enter how many installments to create, and the balance is divided across them.
Manage Installments plan type set to By Frequency
Manage Installments plan type set to By Number of Installments
3

Select the products and calculate

Select the eligible products you want to split, then click Calculate Installments. This shows a preview of the schedule before any records are created.
Preview of calculated installments

Installment preview after clicking Calculate Installments

4

Generate the installments

Once the preview looks correct, click Generate Installments. fusionCore creates the installment Financial Events and writes the plan summary to the Order.
Generate Installments confirmation

Generate Installments confirmation

5

(Optional) Set up a payment method for auto-charge

If you want installments collected automatically, add a credit card or ACH payment method to the Order and click Add and Continue. Otherwise, click Skip for now.
Add a payment method to the Order or skip for now

Add a payment method or skip

The amount is split in whole cents, and any rounding remainder is added to the last installment, so the installments always add up to the full balance.

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Limitations and Common Pitfalls

  • Generation is blocked for some Order states. You cannot generate installments when the Order is both a quote and already activated (Installment_Generator_Error_Quote_And_Activated_Order), when an invoice has a zero balance, or when the Order’s status is Payment Received, Written Off, or Voided.
  • Unsupported frequencies fail. A frequency value the calculator does not recognize throws an error rather than generating a partial plan.
  • Bad requests can no-op silently. The installment calculator validates each request and may quietly produce nothing for an invalid one rather than raising an error, so always check the preview before generating.
  • By Number of Installments spaces dates unevenly. When you split by number of installments, the dates are not guaranteed to be evenly spaced — this is by design.
  • The plan summary fields on the Order are formula-driven. Next_Installment_Date__c and Next_Installment_Balance_Due__c are formula fields and cannot be edited directly.