Create installments from record

Create installments from a sale or purchase in another table

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With the action “Create installments from record”, you can create installments from a sale or purchase in another table automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Create installments from record" action, and fill in the options:

  • Set amount
    • Choose the field that holds the amount to be divided by installments (such as Total Amount $)
  • Set number of installments
    • Practical example: a $100 sale with 2 installments will create two records of $50
  • Set first due date
    • Each subsequent installment will be incremented by one month
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  • Choose tab to receive installments.
    • Choose the tab where the installments will be created (for example: Accounts Receivable)
  • Set amount field
    • This is the field on the tab of installments that will receive the "Amount/Installment" value
  • Set due field
    • This is the field on the tab of installments that will receive the due dates
  • Set connected field(optional)
    • This is an optional field to link the installment back to the sale or purchase (for example, if you have a "Sale" record in the "Accounts Receivable" table)
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  • Id of the original record(optional)
    *Select the id of the record to be stored in the field above
  • Set description(optional)
    • This will be the record's description (name) followed by the installment number. Otherwise, it will default to "Installments" and the installment number.
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Click on save