Best Way to Capture Invoice Installments (Forecast)

Hi Andy Wilson 

Simplest solution would be to use a separate revenue line item for each of those 3 different values and add a custom field for invoice date, and/or you could use the Expected close date for each RLI so it helps with your forecast report.

Thank you Vincent Amari  for your suggestion.

At present, we don't have RLI's enabled. If I enable this, would it cause any issues with existing data?

Ah, OK,

Enabling RLI's will cause changes, best explained here:
support.sugarcrm.com/.../

You could instead use Quotes and then Quoted Line Items in the same way.

Perfect, thank you.

I will take a look to see if the fields in the stock Quotes/Quoted Line Items modules will be suitable.

If not, I'm leaning towards creating a custom module called Invoice Installments, with only the information needed (Value, Date, Related Opportunity, Assigned To).

Using "Revenue Line Items" and Separte "Installments" module - Both of them  may work for that need.

However if you use "Revenue Line Items" module for these installment details, it gives the right monthly forecast for your forecasting needs.

Ideally, if you get the order for 100$ and only invoicing is to be done in 4 installments with $25 each at each quarter, keeping in 4 Revenue Line Items make sense.

Your opportunties are always to give you indication of your future cashflows. 

If you take the Installment route, your forecast may not be projecting accurate dates for your income. 

I suggest you should explore more towards using "Revenue Line Items"