ReceivablesInvoicesreceivablesInvoiceInstallments
Details installment-based billing within an invoice, reflecting the portion due amounts and their corresponding dates.
Columns
| Name | Type | Description |
| ReceivablesInvoicesCustomerTransactionId [KEY] | Long | The unique identifier of the customer transaction associated with the invoice installment, helping to track the installment within the context of the broader transaction. |
| InstallmentId [KEY] | Long | The unique identifier for the invoice installment, used to distinguish and track individual installments associated with the invoice. |
| InstallmentSequenceNumber | Long | The sequence number of the installment, which helps order and identify multiple installments within a series. |
| InstallmentDueDate | Date | The due date by which the installment payment must be made, indicating when the customer is expected to pay for the installment. |
| OriginalAmount | Decimal | The original amount of the installment before any adjustments, credits, or payments have been applied. |
| PaymentDaysLate | Int | The number of days the payment is overdue for the installment, used to calculate late fees or interest if applicable. |
| InstallmentBalanceDue | Decimal | The remaining balance due for the installment, which may have decreased due to partial payments or adjustments. |
| InstallmentStatus | String | The status of the installment, such as 'Paid', 'Unpaid', or 'Partially Paid', providing an indication of the installment's current payment state. |
| DisputeAmount | Decimal | The amount of the installment under dispute, often withheld or temporarily held due to disagreements with the billed charges. |
| DisputeDate | Date | The date when the dispute over the installment amount was raised, helping track the timing of the dispute. |
| InstallmentClosedDate | Date | The date when the installment is considered closed, typically after it is fully paid or written off. |
| InstallmentGLClosedDate | Date | The date when the installment was closed in the general ledger, signifying the completion of all financial transactions related to the installment. |
| AccountedBalanceDue | Decimal | The balance that has been accounted for in the general ledger, reflecting adjustments, credits, or payments applied to the installment. |
| InstallmentAmountAdjusted | Decimal | The amount by which the installment has been adjusted, typically due to billing errors, discounts, or other modifications. |
| InstallmentAmountCredited | Decimal | The amount credited back to the installment, often due to returns, adjustments, or other changes. |
| AmountPaid | Decimal | The total amount that has been paid toward the installment, reducing the outstanding balance. |
| PendingAdjustmentAmount | Decimal | The amount pending adjustment, often representing changes that are not yet reflected in the final balance due. |
| InstallmentLineAmountOriginal | Decimal | The original amount of the invoice line associated with the installment, before any adjustments or credits. |
| InstallmentLineAmountDue | Decimal | The amount due for the invoice line associated with the installment, potentially adjusted for partial payments or credits. |
| InstallmentFreightAmountOriginal | Decimal | The original freight charge associated with the installment, typically representing delivery or handling fees. |
| InstallmentFreightAmountDue | Decimal | The amount due for freight charges associated with the installment, potentially modified by adjustments or credits. |
| InstallmentTaxAmountOriginal | Decimal | The original tax amount applied to the installment, reflecting the taxes owed for the billed items. |
| InstallmentTaxAmountDue | Decimal | The amount of tax still due for the installment, potentially adjusted by partial payments or tax-related adjustments. |
| CreationDate | Datetime | The date and time when the invoice installment record was created, used for tracking and auditing purposes. |
| CreatedBy | String | The user who created the invoice installment record, providing accountability for the creation of financial data. |
| LastUpdateDate | Datetime | The date and time when the invoice installment record was last updated, ensuring that changes to financial data are logged. |
| LastUpdatedBy | String | The user who last updated the invoice installment record, allowing for tracking of updates and revisions. |
| ExcludeFromCollections | String | A flag indicating whether the installment should be excluded from collections activities, typically used for installment plans or disputes. |
| AccountingDate | Date | The date when the installment transaction was posted to the accounting system, affecting financial reporting and closing. |
| AllowCompletion | String | A flag that determines whether the installment is allowed to complete. Typically, this flag is used to control whether further actions can be taken on the installment. |
| BillingDate | Date | The date when the installment was billed to the customer, which may differ from the transaction date and is used to calculate payment terms. |
| BillToCustomerName | String | The name of the customer who is responsible for the installment payment. |
| BillToCustomerNumber | String | The customer account number for the entity billed for the installment, facilitating identification and reconciliation. |
| BillToSite | String | The specific billing site associated with the customer for this installment, helping to identify the location tied to the transaction. |
| BusinessUnit | String | The business unit under which the invoice installment was issued, used for tracking and reporting by organizational division. |
| CrossReference | String | A reference used to cross-check or link the installment to another related transaction or system, often used for reconciliation. |
| CustomerTransactionId | Long | The unique identifier for the customer transaction related to the installment, ensuring it is correctly linked to the broader transaction data. |
| DocumentNumber | Long | The document number associated with the installment, used to uniquely identify and track the installment in records. |
| DueDate | Date | The due date by which payment for the installment is expected, which drives collections and payment reminder activities. |
| Finder | String | A field used for searching and locating the installment based on different criteria, improving data retrieval efficiency. |
| FirstPartyTaxRegistration | String | The tax registration number of the first party involved in the installment, typically the seller or service provider. |
| InvoiceCurrencyCode | String | The currency code used for the installment, which helps identify the currency of the amount due. |
| InvoiceStatus | String | The status of the invoice to which the installment belongs, such as 'Open', 'Paid', or 'Cancelled', indicating the current state of the invoice. |
| LegalEntityIdentifier | String | The identifier of the legal entity responsible for the installment, used for financial and legal reporting. |
| PaymentTerms | String | The terms under which the installment payment is made, such as 'Net 30' or 'Due on receipt'. |
| PurchaseOrder | String | The purchase order number associated with the installment, used for linking the installment to the original purchase agreement. |
| ShipToCustomerName | String | The name of the customer receiving the goods or services billed for the installment. |
| ShipToSite | String | The site where the goods or services related to the installment are shipped, facilitating delivery tracking. |
| ThirdPartyTaxRegistration | String | The tax registration number of any third-party entity involved in the transaction, such as a logistics or service provider. |
| TransactionDate | Date | The date on which the transaction generating the installment was completed, impacting financial reporting. |
| TransactionNumber | String | The transaction number assigned to the installment, providing a unique reference for tracking purposes. |
| TransactionSource | String | The source of the transaction generating the installment, such as 'Sales Order' or 'Credit Memo', linking it to the origin. |
| TransactionType | String | The type of transaction that created the installment, such as 'Sale', 'Refund', or 'Credit', helping categorize the nature of the installment. |