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Installments

Invoices can be split into multiple installments with individual due dates.

Installment Statuses​

scheduled → pending → paid
↓
overdue
↓
canceled
StatusDescription
scheduledFuture due date, awaiting processing
pendingDue date reached, awaiting payment
paidInstallment paid
overduePast due and unpaid
canceledCanceled (invoice voided)

Creating Installments​

When creating or editing an invoice, provide the installments:

FieldDescription
Amount (cents)Installment amount
Due dateExpected payment date

Validation Rules​

  • Minimum of 2 installments
  • Dates must be strictly ascending
  • The sum of amounts must equal the invoice total
  • The invoice due date is set to the date of the last installment

Installment Billing​

Sequential Processing​

Installments are processed sequentially — each installment is only charged when the previous one is paid:

  1. The worker finds installments with due date ≤ today
  2. Checks if the previous installment is paid (or if it's the first one)
  3. For charge_automatically: charges the default payment method
  4. Links the payment to the installment
  5. If it's the last installment: invoice is marked as paid

Per-Installment NF-e Policy​

When the NF-e policy is per_installment, a fiscal invoice (NF-e) is issued for each individually paid installment.

Cancellation​

When the invoice is voided:

  • All installments with status scheduled or pending are canceled
  • Already paid installments are not affected