![\"TenthPlanet-iDempiere-Sales-Invoice_Payment_Schedule-ProcessFlow\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-Invoice_Payment_Schedule-ProcessFlow.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Active payment schedule lines are used for due date and discount tracking on an invoice.<\/li>\n\n\n\n
- Each schedule line belongs to one invoice and cannot be reused across invoices.<\/li>\n\n\n\n
- Due Date and Discount Date are mandatory fields before a line can be validated.<\/li>\n\n\n\n
- The Validate action confirms a schedule line is correctly configured and ready for use.<\/li>\n\n\n\n
- The Valid checkbox reflects whether the schedule line has passed the validation check.<\/li>\n\n\n\n
- Sum of all schedule line amounts should reconcile with the invoice Grand Total.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Review Invoice Header Details<\/strong><\/h3>\n\n\n\nOpen the invoice, e.g., Document No 1000001 for ALPHA RETAIL SOLUTIONS. Verify Payment Rule is Mixed POS Payment and Grand Total is 991.20 INR before proceeding.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> ALPHA RETAIL SOLUTIONS<\/td> Retail partner linked to the invoice<\/td><\/tr> Payment Rule<\/td> Mixed POS Payment<\/td> Determines how payment schedule lines are split<\/td><\/tr> Payment Term<\/td> Immediate<\/td> Default payment terms applied to the invoice<\/td><\/tr> Grand Total<\/td> 991.20<\/td> Total invoice amount to reconcile with schedule lines<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"Tenthplanet-iDempiere-Sales-Invoice-Payment-Schedule-1\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Tenthplanet-iDempiere-Sales-Invoice-Payment-Schedule-1-.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 2: Open the Payment Schedule Tab<\/strong><\/h3>\n\n\n\nScroll to the Payment Schedule tab under the invoice. If no lines exist, the grid shows “No Records Found,” meaning a new line must be created.<\/p>\n\n\n\n
Step 3: Create a New Payment Schedule Line<\/strong><\/h3>\n\n\n\nClick the (+) New icon in the Payment Schedule tab. The system auto-fills Tenant, Organization, and Invoice reference, e.g., 1000001_07\/02\/2026_991.20.<\/p>\n\n\n\n![\"Tenthplanet-iDempiere-Sales-Invoice-Payment-Schedule-2\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Tenthplanet-iDempiere-Sales-Invoice-Payment-Schedule-2-2.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 4: Enter Due Date and Discount Date<\/strong><\/h3>\n\n\n\nEnter Due Date, e.g., 20\/02\/2026, and Discount Date, e.g., 12\/02\/2026. Both fields are required (shown in red) before the line can be validated.<\/p>\n\n\n\n
Step 5: Enter Amount Due and Discount Amount<\/strong><\/h3>\n\n\n\nEnter Amount due, e.g., 991.20, and Discount Amount, e.g., 20.00, if an early payment discount applies to this schedule line.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Due Date<\/td> 20\/02\/2026<\/td> Date payment is due for this schedule line<\/td><\/tr> Discount Date<\/td> 12\/02\/2026<\/td> Last date a discount applies<\/td><\/tr> Amount due<\/td> 991.20<\/td> Payable amount for this schedule line<\/td><\/tr> Discount Amount<\/td> 20.00<\/td> Discount value if paid before Discount Date<\/td><\/tr> Active<\/td> Checked<\/td> Marks the schedule line as usable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Validate the Payment Schedule Line<\/strong><\/h3>\n\n\n\nClick the Validate button. The system checks Due Date, Discount Date, and Amount fields, then enables the Valid checkbox once the data is correct.<\/p>\n\n\n\n
Step 7: Save and Confirm Valid Status<\/strong><\/h3>\n\n\n\nClick Save. Confirm the Valid checkbox is ticked; if not, review Due Date and Amount due before re-validating.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Payment Schedule tab shows No Records Found<\/td> No schedule line created yet for the invoice<\/td> Click (+) New to add a schedule line manually<\/td><\/tr> Valid checkbox stays unchecked<\/td> Amount due is 0.00 or dates are invalid<\/td> Enter correct Amount due and valid dates, then re-validate<\/td><\/tr> Amount due does not match Grand Total<\/td> Manual entry error when splitting Payment<\/td> Recalculate schedule amounts to match the invoice Grand Total<\/td><\/tr> Payment Schedule dropdown is empty<\/td> No schedule template linked to Payment Term<\/td> Configure schedule templates in the Payment Term window<\/td><\/tr> Cannot edit schedule line on completed invoice<\/td> Document status restricts changes<\/td> Reverse or reactivate the invoice before editing<\/td><\/tr> Discount Amount always shows 0.00<\/td> No discount percentage defined in Payment Term<\/td> Set discount percentage and days in the Payment Term configuration<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Payment Term<\/li>\n\n\n\n
- Set up Dunning Letter rules for overdue payment schedules.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Invoice Payment Schedule window in iDempiere records due dates, discount dates, and amounts for each invoice, supporting Payment Rules […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-19678","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19678"}],"version-history":[{"count":11,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678\/revisions"}],"predecessor-version":[{"id":27919,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678\/revisions\/27919"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Review Invoice Header Details<\/strong><\/h3>\n\n\n\nOpen the invoice, e.g., Document No 1000001 for ALPHA RETAIL SOLUTIONS. Verify Payment Rule is Mixed POS Payment and Grand Total is 991.20 INR before proceeding.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> ALPHA RETAIL SOLUTIONS<\/td> Retail partner linked to the invoice<\/td><\/tr> Payment Rule<\/td> Mixed POS Payment<\/td> Determines how payment schedule lines are split<\/td><\/tr> Payment Term<\/td> Immediate<\/td> Default payment terms applied to the invoice<\/td><\/tr> Grand Total<\/td> 991.20<\/td> Total invoice amount to reconcile with schedule lines<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 2: Open the Payment Schedule Tab<\/strong><\/h3>\n\n\n\nScroll to the Payment Schedule tab under the invoice. If no lines exist, the grid shows “No Records Found,” meaning a new line must be created.<\/p>\n\n\n\n
Step 3: Create a New Payment Schedule Line<\/strong><\/h3>\n\n\n\nClick the (+) New icon in the Payment Schedule tab. The system auto-fills Tenant, Organization, and Invoice reference, e.g., 1000001_07\/02\/2026_991.20.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 4: Enter Due Date and Discount Date<\/strong><\/h3>\n\n\n\nEnter Due Date, e.g., 20\/02\/2026, and Discount Date, e.g., 12\/02\/2026. Both fields are required (shown in red) before the line can be validated.<\/p>\n\n\n\n
Step 5: Enter Amount Due and Discount Amount<\/strong><\/h3>\n\n\n\nEnter Amount due, e.g., 991.20, and Discount Amount, e.g., 20.00, if an early payment discount applies to this schedule line.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Due Date<\/td> 20\/02\/2026<\/td> Date payment is due for this schedule line<\/td><\/tr> Discount Date<\/td> 12\/02\/2026<\/td> Last date a discount applies<\/td><\/tr> Amount due<\/td> 991.20<\/td> Payable amount for this schedule line<\/td><\/tr> Discount Amount<\/td> 20.00<\/td> Discount value if paid before Discount Date<\/td><\/tr> Active<\/td> Checked<\/td> Marks the schedule line as usable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Validate the Payment Schedule Line<\/strong><\/h3>\n\n\n\nClick the Validate button. The system checks Due Date, Discount Date, and Amount fields, then enables the Valid checkbox once the data is correct.<\/p>\n\n\n\n
Step 7: Save and Confirm Valid Status<\/strong><\/h3>\n\n\n\nClick Save. Confirm the Valid checkbox is ticked; if not, review Due Date and Amount due before re-validating.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Payment Schedule tab shows No Records Found<\/td> No schedule line created yet for the invoice<\/td> Click (+) New to add a schedule line manually<\/td><\/tr> Valid checkbox stays unchecked<\/td> Amount due is 0.00 or dates are invalid<\/td> Enter correct Amount due and valid dates, then re-validate<\/td><\/tr> Amount due does not match Grand Total<\/td> Manual entry error when splitting Payment<\/td> Recalculate schedule amounts to match the invoice Grand Total<\/td><\/tr> Payment Schedule dropdown is empty<\/td> No schedule template linked to Payment Term<\/td> Configure schedule templates in the Payment Term window<\/td><\/tr> Cannot edit schedule line on completed invoice<\/td> Document status restricts changes<\/td> Reverse or reactivate the invoice before editing<\/td><\/tr> Discount Amount always shows 0.00<\/td> No discount percentage defined in Payment Term<\/td> Set discount percentage and days in the Payment Term configuration<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Payment Term<\/li>\n\n\n\n
- Set up Dunning Letter rules for overdue payment schedules.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Invoice Payment Schedule window in iDempiere records due dates, discount dates, and amounts for each invoice, supporting Payment Rules […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-19678","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19678"}],"version-history":[{"count":11,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678\/revisions"}],"predecessor-version":[{"id":27919,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678\/revisions\/27919"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Open the invoice, e.g., Document No 1000001 for ALPHA RETAIL SOLUTIONS. Verify Payment Rule is Mixed POS Payment and Grand Total is 991.20 INR before proceeding.<\/p>\n\n\n\n Scroll to the Payment Schedule tab under the invoice. If no lines exist, the grid shows “No Records Found,” meaning a new line must be created.<\/p>\n\n\n\n Click the (+) New icon in the Payment Schedule tab. The system auto-fills Tenant, Organization, and Invoice reference, e.g., 1000001_07\/02\/2026_991.20.<\/p>\n\n\n\n Enter Due Date, e.g., 20\/02\/2026, and Discount Date, e.g., 12\/02\/2026. Both fields are required (shown in red) before the line can be validated.<\/p>\n\n\n\n Enter Amount due, e.g., 991.20, and Discount Amount, e.g., 20.00, if an early payment discount applies to this schedule line.<\/p>\n\n\n\n Click the Validate button. The system checks Due Date, Discount Date, and Amount fields, then enables the Valid checkbox once the data is correct.<\/p>\n\n\n\n Click Save. Confirm the Valid checkbox is ticked; if not, review Due Date and Amount due before re-validating.<\/p>\n\n\n\n The Invoice Payment Schedule window in iDempiere records due dates, discount dates, and amounts for each invoice, supporting Payment Rules […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-19678","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19678"}],"version-history":[{"count":11,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678\/revisions"}],"predecessor-version":[{"id":27919,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19678\/revisions\/27919"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Business Partner<\/td> ALPHA RETAIL SOLUTIONS<\/td> Retail partner linked to the invoice<\/td><\/tr> Payment Rule<\/td> Mixed POS Payment<\/td> Determines how payment schedule lines are split<\/td><\/tr> Payment Term<\/td> Immediate<\/td> Default payment terms applied to the invoice<\/td><\/tr> Grand Total<\/td> 991.20<\/td> Total invoice amount to reconcile with schedule lines<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nStep 2: Open the Payment Schedule Tab<\/strong><\/h3>\n\n\n\n
Step 3: Create a New Payment Schedule Line<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nStep 4: Enter Due Date and Discount Date<\/strong><\/h3>\n\n\n\n
Step 5: Enter Amount Due and Discount Amount<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Due Date<\/td> 20\/02\/2026<\/td> Date payment is due for this schedule line<\/td><\/tr> Discount Date<\/td> 12\/02\/2026<\/td> Last date a discount applies<\/td><\/tr> Amount due<\/td> 991.20<\/td> Payable amount for this schedule line<\/td><\/tr> Discount Amount<\/td> 20.00<\/td> Discount value if paid before Discount Date<\/td><\/tr> Active<\/td> Checked<\/td> Marks the schedule line as usable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 6: Validate the Payment Schedule Line<\/strong><\/h3>\n\n\n\n
Step 7: Save and Confirm Valid Status<\/strong><\/h3>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> Payment Schedule tab shows No Records Found<\/td> No schedule line created yet for the invoice<\/td> Click (+) New to add a schedule line manually<\/td><\/tr> Valid checkbox stays unchecked<\/td> Amount due is 0.00 or dates are invalid<\/td> Enter correct Amount due and valid dates, then re-validate<\/td><\/tr> Amount due does not match Grand Total<\/td> Manual entry error when splitting Payment<\/td> Recalculate schedule amounts to match the invoice Grand Total<\/td><\/tr> Payment Schedule dropdown is empty<\/td> No schedule template linked to Payment Term<\/td> Configure schedule templates in the Payment Term window<\/td><\/tr> Cannot edit schedule line on completed invoice<\/td> Document status restricts changes<\/td> Reverse or reactivate the invoice before editing<\/td><\/tr> Discount Amount always shows 0.00<\/td> No discount percentage defined in Payment Term<\/td> Set discount percentage and days in the Payment Term configuration<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
\n