Published at: 2026-09-17

Income management scenario comparison

Compare receivable creation methods and Data Sources to quickly choose the appropriate Income Management process.

The Allocated Amount shows how much of the current receivable amount has been distributed to Product Details.

Periodic versus one-time receivable creation

Comparison dimension	Periodic Receivable Creation	One-Time Receivable Creation
Applicable business	Subscription or recurring billing services	One-time transactions or project delivery
Trigger method	Automatically triggered by a Workflow	Manually created by a user
Data Source	Order Products or Contract Products	Contract, Order, or Settlement
Amount confirmation	Generated according to the cycle and Product plan	Entered according to the Contract terms or actual Settlement result
Typical scenario	SaaS annual fees or monthly maintenance fees	Hardware sales, engineering installation, or training Services

Business situation	Recommended method	Description
The amount in the Contract or Order is fixed	Contract-Based Receivable Creation	Create a receivable plan directly according to the agreed amount
The amount must wait for actual delivery or Service completion	Settlement-Based Receivable Creation	Create a Settlement first, then create a Receivable from the Settlement result
You need installments and less amount calculation	Quick Receivable	Quickly distribute the amount in the context of a Contract or Order
You need to simplify creation according to business conditions	Quick Receivable Automation Rule	The administrator configures field mapping, conditions, and distribution logic

Determine whether the Income is generated repeatedly on a fixed cycle.
If it is not periodic, determine whether the transaction amount is already specified in the Contract or Order.
If the amount depends on actual delivery results, use Settlement-Based Receivable Creation.
If you only need to improve One-Time Receivable Creation efficiency, use Quick Receivable or an Automation Rule.