Instalment

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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.

Field Label API Name Type Notes
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)

Help text: The actual amount of

the instalment, excluding tax.
Formula: CASE(cloupra__Service__r.

cloupra__Tax_Applicability__r.

cloupra__Code__c, 'TAEXCLUSVE',

cloupra__Actual_Amount__c , 'TAINCLUSVE', cloupra__Actual_Amount__c/(1+ cloupra__Service__r.cloupra__Tax_Rate__c) ,

cloupra__Actual_Amount__c )

Actual Amount (inc Tax) cloupra__Actual_Amount_inc_Tax__c Formula (Currency)

Help text: The actual amount of

the instalment, including tax.
Formula: CASE(cloupra__Service__r.

cloupra__Tax_Applicability__r.

cloupra__Code__c, 'TAINCLUSVE',

cloupra__Actual_Amount__c , 'TAEXCLUSVE', cloupra__Actual_Amount__c/(1+ cloupra__Service__r.cloupra__Tax_Rate__c)

, cloupra__Actual_Amount__c )

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 (Cloupra__Amp_Payment__C)

The AMP payment record that

this instalment was generated from.

Batch cloupra__Batch__c Lookup (Cloupra__Batch__C)  
Comments cloupra__Comments__c Textarea (32768)

Any comments that explain this

instalment record.

Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Date cloupra__Date__c Date The effective date of the instalment.
Deleted IsDeleted Checkbox Required
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)

Help text: The estimated amount of

the instalment, excluding tax.
Formula: CASE(cloupra__Service__r.

cloupra__Tax_Applicability__r.

cloupra__Code__c, 'TAEXCLUSVE',

cloupra__Estimated_Amount__c ,

'TAINCLUSVE', cloupra__Estimated_Amount__c/(1+ cloupra__Service__r.cloupra__Tax_Rate__c) , cloupra__Estimated_Amount__c )

Estimated Amount (inc Tax) cloupra__Estimated_Amount_inc_Tax__c Formula (Currency)

Help text: The estimated amount

of the instalment, including tax.
Formula: CASE(cloupra__Service__r.

cloupra__Tax_Applicability__r.

cloupra__Code__c, 'TAINCLUSVE', cloupra__Estimated_Amount__c , 'TAEXCLUSVE', cloupra__Estimated_Amount__c/(1+ cloupra__Service__r.cloupra__Tax_Rate__c) , cloupra__Estimated_Amount__c )

Instalment Date cloupra__Instalment_Date__c Formula (Date) Help text: Returns the effective date for the instalment, or if that is blank, returns the paid date.
Formula: IF( NOT(ISBLANK(cloupra__Date__c)) ,  cloupra__Date__c ,  cloupra__Paid_Date__c )
Instalment Number Name Text (80) Required
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Last Referenced Date LastReferencedDate Datetime  
Last Viewed Date LastViewedDate Datetime  
Owner ID OwnerId Lookup (Group, User) Required
Paid Date cloupra__Paid_Date__c Date The date the instalment was fully paid.
Policy cloupra__Policy__c Lookup (Cloupra__Policy__C) The policy to which this instalment applies (typically used for commission payments).
Portfolio Holding cloupra__Portfolio_Holding__c Lookup (Cloupra__Portfolio_Holding__C) The asset or liability to which this instalment applies (typically used for commission payments).
Primary Division cloupra__Primary_Division__c Lookup (Account)  
Record ID Id Id (18) Required
Related Client cloupra__Related_Client__c Lookup (Account)  
Related Service cloupra__Related_Service__c Lookup (Cloupra__Service__C)  
Service cloupra__Service__c Lookup (Cloupra__Service__C) The service against which this instalment is paid.
Stage cloupra__Stage__c Lookup (Cloupra__Category__C) The stage (or status) that the instalment is at in its lifecycle.
System Modstamp SystemModstamp Datetime Required
Type cloupra__Type__c Lookup (Cloupra__Category__C) The type of instalment, e.g. invoice, up front commission, trailing commission, etc.
Xero Invoice Id cloupra__Xero_Invoice_Id__c Text (128) Unique, External ID, Case Sensitive

 

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