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