Installments and recurrence — Receivables
The behavior is the same as on Payables: same types, same periods, same grouping.
Types
The Type field offers three options:
| Type | Description |
|---|---|
| One-time | A single bill |
| Installment | N installments with sequential due dates |
| Recurring | Generated automatically at a fixed interval |
Installments
Enter the amount of each installment and the number of Installments, from 2 to 120. The system generates N bills tied by the same group, with monthly due dates starting from the first due date, and each installment is received individually. Once created, due date and amount are adjusted one by one.
On a bill that is already part of a series, Type and Installments are locked. A saved One-time bill can become Recurring, but not Installment.
Recurrence
The Recurrence field appears when the type is Recurring and is required. There are five periods:
| Option | Interval |
|---|---|
| Every week | 7 days |
| Every two weeks | 14 days |
| Every month | 1 month |
| Every 3 months | 3 months |
| Every year | 12 months |
There is no bimonthly or half-yearly period. If you need an interval outside that list, the way to go is installments: they are created monthly, and you adjust each one's due date afterwards.
Occurrences count from the first one: moving one occurrence's due date doesn't touch the following ones, which stay on the series' original day. Each recorded occurrence copies the latest one — amount, category, taxes and withholdings, notes.
In the listing, the recurrence shows up abbreviated next to the due date — Weekly, Biweekly, Monthly, Quarterly, Yearly. Same thing, written short to fit the column.
Deleting
Deleting a bill that belongs to a group asks you for the scope:
- Delete only this one
- Delete this and future ones — "Occurrences already received or reconciled are kept."
On an imported series (Fintera, Nibo), Delete this and future ones is refused: "This series comes from an integration; delete it at the source".
The scope isn't exclusive to recurrences. The picker looks at the group, so installment and recurring bills behave the same. On a standalone bill it doesn't appear.
The picker lives in the listing. Delete from the detail screen and only that one bill goes.