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In our case, we’re going to keep this super simple. Imagine or use whatever complex document you want, but the principles are the same.

We simply need a field that asks “How many installments would you like to pay?”

  • If upfront (just 1), we want to just generate a single invoice payable immediately
  • If in installments, then we generate however many invoices required with the subdivided Amount
  • Additionally, consider gathering any other data that you might need to update the Contact/Account/Customer record