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Payment for installment of the product

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Posted on by Community Member Microsoft Employee

Hi

How can I manage Payment for installment of the products in CRM 365? could I use contract?

e.g. customer buy product , When the timing of each installment comes , sales person enter amount of that and check mark that month!

September ✅$100 paid

October ✅$100 paid

November ✅ $100 paid

December 0 not paid

FYI: I try to add these field on contract form but problem is when contract status will be actives there is no way to modify fields, then sales person can't update these fields !

Any idea?

Thanks,

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Alexandr J. 246 on at

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RE: Payment for installment of the product

Hi Mehrdad,

as you wrote the Contract entity isn't probably best option for evidence of payments (for that locked fields at invoiced state), but you can try to create custom entity with 1:N relationship (Contract to Payments). Via workflow you can create new records at new payments entity on create of new record at contracts entity. On Contract entity you can see subgrid on form so it should be transparent as well (like "Contract lines" as native) and you can modify this records even at Contract invoiced state.

I didn't used contract entity in practice yet so i don't know about any restrictions at this entity, but i tried this solution and it should works well.

I hope it helps to you.

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