[Vtigercrm-developers] Managing Instalments on Quotes/Invoices/Sales Order

Christophe Humbert chrissc.humbert at gmail.com
Tue Apr 28 07:55:06 GMT 2015


Thanks Alan for the tips
A lot of work ahead of me then....

Christophe Humbert
*IT Program Manager*
*CoProcess S.A*
+352 691 391 974
+33 6 50 09 48 88
Skype: chris.e.humbert


On Tue, Apr 28, 2015 at 8:40 AM, Alan Lord <alanslists at gmail.com> wrote:

> If I understand you I'd create a Payments or Installments module and
> relate it to the relevant Quotes/Sales orders and Invoices.
>
> You can then write Event Handlers, Scheduled jobs or Workflows to
> calculate the balance due, next payment date,  even create the necessary
> number of payment records on record creation...
>
> Al
>
>
> On 27/04/15 21:38, Christophe Humbert wrote:
>
>> Hello Ladies and Gentlemen,
>>
>> I am looking for your expert advice on how to best manage instalments.
>> Typically I have 4 types of instalments 2 payments in the year
>> (semi-annual, quarterly or monthly...depending on the one chosen by the
>> customer the % on the services is different (I have only services)..a
>> bit like a tax knowing that to make things simpler not all services
>> should be impacted...
>>
>> Kind Regards
>> Christophe Humbert
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>>
>
> _______________________________________________
> http://www.vtiger.com/
>
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