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# How to Handle Instalments in an Approval Process
- URL: https://blog.jestor.com/handle-instalments-in-approval/
- Published: 2026-09-17T22:38:42.000Z
- Updated: 2026-09-17T22:38:42.000Z
- Author: Bruno Bannach

To **handle instalments in an approval process**, decide what is being approved: the total commitment, or each payment. The answer determines how the records are structured.

## Why instalments cause confusion

One commitment produces several payments, and most forms assume one of each.

- Total value approved but individual payments untracked
- Each instalment approved separately, multiplying work
- Committed spend understated because only the first payment is recorded
- No view of what remains on a commitment

## Two structures

| Structure                         | Fits when                                      |
| --------------------------------- | ---------------------------------------------- |
| **One record, several due dates** | The commitment is approved once, in full       |
| **Parent and child records**      | Each payment needs its own status and tracking |

## How to set it up in Jestor

1. Create the commitment record in **Jestor** with the total value and the approval.
2. Create connected child records for each instalment, with its own value and due date.
3. Use the connected display so each instalment shows the parent's total and approval.
4. Track the remaining balance with a formula field on the parent.
5. Post each instalment to the **ERP** as it becomes due, through the native integration.

## Why Jestor is the best complement to Omie for staged payments

The integration is native, with no middleware — so each instalment becomes a payable at the right moment while the approval stays attached to the commitment that authorized it.

Because the records are relational, the question "what is left on this commitment" is a field on the parent rather than a calculation someone performs.

## Frequently Asked Questions

### Should each instalment be approved?

Usually not — approve the commitment, track the payments. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### How do I see what remains?

With a formula field on the parent record.

### Can an instalment show the parent's approval?

Yes, through the connected display.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.