Instalment

Follow

A revenue instalment against a service, often related via an asset, liability or policy, e.g. a commission payment, an invoice, etc. Can also be held directly via an asset, liability or policy without relating to a service.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the instalment.

Instalment Number

Name

Auto Number

Unique number automatically allocated to the instalment.

 

Custom Field Label & API Name

Type

Description

Actual Amount

cloupra__Actual_Amount__c

Currency (9,2)

The actual amount of the instalment, which may include or exclude tax according to Tax Applicability on the service.

Actual Amount (ex Tax)

cloupra__Actual_Amount_ex_Tax__c

Formula (Currency)

The actual amount of the instalment, excluding tax.

Actual Amount (inc Tax)

cloupra__Actual_Amount_inc_Tax__c

Formula (Currency)

The actual amount of the instalment, including tax.

Actual Gross Amount

cloupra__Actual_Gross

Amount__c

Currency (9,2)

Total instalment amount prior to dealer group fee etc.

AMP Payment

cloupra__AMP_Payment__c

Lookup (AMP Payment)

The AMP payment record that the instalment was generated from.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the instalment.

Comments

cloupra__Comments__c

Long Text Area (32768)

Brief comments that describe the instalment.

Date

cloupra__Date__c

Date

The effective date of the instalment.

Estimated Amount

cloupra__Estimated_Amount__c

Currency (9,2)

The estimated amount of the instalment, which may include or exclude tax according to Tax Applicability on the service.

Estimated Amount (ex Tax)

cloupra__Estimated_Amount_ex_Tax__c

Formula (Currency)

The estimated amount of the instalment, excluding tax.

Estimated Amount (inc Tax)

cloupra__Estimated_Amount_inc_Tax__c

Formula (Currency)

The estimated amount of the instalment, including tax.

Instalment Date

cloupra__Instalment_Date__c

Formula (Date)

The effective date of the instalment or, if that is blank, the paid date.

Paid Date

cloupra__Paid_Date__c

Date

The date on which the instalment was paid.

Policy

cloupra__Policy__c

Lookup (Policy)

The insurance policy to which the instalment relates.

Portfolio Holding

cloupra__Portfolio_Holding__c

Lookup (Portfolio Holding)

The asset or liability to which the instalment relates.

Related Client

cloupra__Related_Client__c

Lookup (Account)

The client to which the instalment relates via a policy, asset or liability and/or service.

Related Service

cloupra__Related_Service__c

Lookup (Service)

The service to which the instalment relates, which may be via a policy, asset or liability.

Service

cloupra__Service__c

Lookup (Service)

The service to which the instalment directly relates.

Stage

cloupra__Stage__c

Lookup (Category)

The stage of the instalment, e.g. awaiting payment, paid, cancelled, etc.

Type

cloupra__Type__c

Lookup (Category)

The type of the instalment, e.g. invoice, up front commission, trail commission, etc.

Xero Invoice Id

cloupra__Xero_Invoice_Id__c

Text

Stores the Id of an Invoice from Xero.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.