How to Handle Instalments in an Approval Process

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

Create the commitment record in Jestor with the total value and the approval.
Create connected child records for each instalment, with its own value and due date.
Use the connected display so each instalment shows the parent's total and approval.
Track the remaining balance with a formula field on the parent.
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.

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.

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