> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.
# Creating Installments
> Schedule an installment plan on an Order using the Manage Installments component, either by frequency or by number of installments.
## 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](/end-user-guides/orders/installments/metadata-settings-for-installments) to change those defaults.
## 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](/end-user-guides/orders/installments/enabling-installments).
## How to Create an Installment Plan
On the Order record page, click **Manage Installments**.
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.
Select the eligible products you want to split, then click **Calculate Installments**. This shows a preview of the schedule before any records are created.
Once the preview looks correct, click **Generate Installments**. fusionCore creates the installment Financial Events and writes the plan summary to the Order.
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**.
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.
## 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.