[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-283387-105":53,"doc-detail-283387-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","how-to-create-and-installment-invoices-installment-billing-setup-guide","How to Create and Installment Invoices - Installment Billing Setup Guide","","A step-by-step guide for setting up installment billing invoices in PeopleSoft for Queen’s University. The process covers creating a standard billing template, completing header and line details, defining revenue distribution chartfields, and assigning installment frequency and schedule terms. It also explains pre-assigning invoice numbers and configuring installment generation amounts and dates so generated invoices align with the planned installment plan and invoice dates. Includes navigation, field-level instructions, and save points throughout.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":21,"@type":70,"position":76},"https://docshare.wps.com/template/invoices/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/how-to-create-and-installment-invoices-installment-billing-setup-guide/283387/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/how-to-create-and-installment-invoices-installment-billing-setup-guide/283387.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-17","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is installment billing and what does each installment invoice include?","Question",{"text":109,"@type":110},"Installment billing invoices customers in segments, dividing the total amount due equally, by percentage, or by a configured definition. Each installment invoice includes installment number, total installment count, installment amounts due, and the total invoice amount; taxes are applied to each installment at billing time.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which key details are required in the Header – Info 1 and Line – Info 1 tabs?",{"text":114,"@type":110},"In Header – Info 1, keep status as NEW and fill credit (if needed) plus other billing control fields (billing specialist, collector, billing authority). In Line – Info 1, add a brief line description, quantity, and unit price for each line item.",{"name":116,"@type":107,"acceptedAnswer":117},"How do you configure the installment schedule so invoices are generated correctly?",{"text":118,"@type":110},"Set Frequency to Installment, save, then open the Go To Recurring Bill Schedule icon. Choose Custom Installment Plan, pre-assign invoice numbers, then enter installment counts, generate dates, and installment amounts in Installment Billing Schedule. In Installment Billing Schedule 2, populate the invoice dates (leaving other columns blank) for the invoices to generate on the planned dates.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},283387,1790287888,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":20,"category_name":21,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":8,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":79},8796095461610,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Queen’s University  \nPeopleSoft: Accounts Receivable Installment Invoices  \nTable of Contents  \nCreating an installment bill (invoice) ................................................................................ 3  \n‘Header – Info 1’ tab..................................................................................................... 4  \n‘Line – Info 1’ tab.......................................................................................................... 5  \nEnter Installment Bill Schedule to Create Template ..................................................... 8  \nApproval ........................................................................................................................ 11  \nCreating an installment bill (invoice)  \nInstallment billing can be used to invoice your customers in segments, with the total amount due divided equally, by percentage, or according to the configured definition. Each installment invoice includes the installment number, the total number of installments, the installment amounts due, and the total invoice amount. You can also include a flat rate or percentage service charge. Taxes are applied to each installment amount at the time of billing.  \nOpen the NavBar and expand the Menu:  \nNavigate to:  \nMenu > Billing > Maintain Bills > Standard Billing  \nEnter a new invoice which will be used/saved as the template for each invoice On the Add a New Value tab, enter the following information:  \n• Business Unit – will default to QUNIV; if not, select via the magnifying glass  \n• Invoice – leave as ‘NEXT’  \n• Bill Type Identifier – select your appropriate department identifier (e.g. , QU will be used unless your specific department is shown)  \n• Bill Source – select your appropriate department source (‘ONLINE’ for standard billing)  \n• Customer – select customer via the magnifying glass  \n• Invoice Date – enter current date  \n• Accounting Date – enter current date  \n• Click ‘Add’ button to enter a new invoice (invoice will be created in NEW status)  \n‘Header – Info 1’ tab  \nUpdate or enter the following information (most have default values already):  \n• Status – Leave as NEW  \n• Credit – if 100, update to your appropriate credit analyst code  \no Using the magnifying glass select your Credit Analyst code from the selection  \n• Billing Specialist – Leave as 100  \n• Collector-Leave as 100  \n• Billing Authority-Leave as 100 or blank whatever the default is  \n‘Line – Info 1’ tab  \nEnter the following information:  \n• For each line item:  \no Enter a brief line description (limited to 30 characters-if more room is required add a line note with the full details)  \no Quantity – enter any quantity  \no Unit Price-Enter the appropriate unit price  \nClick the blue ‘Accounting’ link (new Revenue Distribution tab opens)  \n• On the Revenue Distribution page enter the chartfield information (follows the chartfield security rules in PS)  \nClick ‘Save’ on the bottom left-hand side  \nEnter Installment Bill Schedule to Create Template  \nFrom the ‘Header – Info 1’ tab, update the following information:  \n• Frequency – Installment  \n• Cycle ID – leave blank  \nClick the ‘Save’ button on the bottom left-hand side.  \nClick the ‘Go To Recurring Bill Schedule’ icon next to the Frequency field.  \nOn the Installment Bill Terms tab select ‘Custom Installment Plan’ using the magnifying glass.  \nOn the Installment Bill Schedule tab click the ‘Pre-Assign Invoice Numbers’ so you will know which invoices belong to you once generated.  \nFrom same tab enter the schedule to create your invoices in the Installment Billing Schedule (two tabs will be used in this section, Installment Billing Schedule, and Installment Billing Schedule 2) .  \nOn the Installment Billing Schedule tab, use the ‘+’ sign to enter the amount of installment invoices to be generated.  \n• Enter the number of each installment under the ‘Number’ column (starting at ‘1’)  \n• Enter date which you want the invoices to be generated in the system in the‘G","cbCaigzH3hoFUKGv","https://ap.wps.com/l/cbCaigzH3hoFUKGv","pdf",484865,"English","# Creating an installment bill (invoice)\n## Header – Info 1 tab\n## Line – Info 1 tab\n# Enter Installment Bill Schedule to Create Template\n## Installment Bill Terms tab\n## Installment Bill Schedule tab\n## Installment Billing Schedule 2 tab\n# Approval","[{\"question\":\"What is installment billing and what does each installment invoice include?\",\"answer\":\"Installment billing invoices customers in segments, dividing the total amount due equally, by percentage, or by a configured definition. Each installment invoice includes installment number, total installment count, installment amounts due, and the total invoice amount; taxes are applied to each installment at billing time.\"},{\"question\":\"Which key details are required in the Header – Info 1 and Line – Info 1 tabs?\",\"answer\":\"In Header – Info 1, keep status as NEW and fill credit (if needed) plus other billing control fields (billing specialist, collector, billing authority). In Line – Info 1, add a brief line description, quantity, and unit price for each line item.\"},{\"question\":\"How do you configure the installment schedule so invoices are generated correctly?\",\"answer\":\"Set Frequency to Installment, save, then open the Go To Recurring Bill Schedule icon. Choose Custom Installment Plan, pre-assign invoice numbers, then enter installment counts, generate dates, and installment amounts in Installment Billing Schedule. In Installment Billing Schedule 2, populate the invoice dates (leaving other columns blank) for the invoices to generate on the planned dates.\"}]","How to Create and Installment Invoices - Installment Billing Setup Guide | PDF",1789602600]