Distribution of the invoicing plan

On the rows in this box you see the distribution of the invoicing plan.

An invoicing plan entered for a quote will be included when the quote is turned into a customer order. Please note! Adjustments, if any, made on the invoicing plan on the customer order will not update the invoicing plan on the quote. The invoicing plan on a quote works as a template for the order that will be registered.

Row

Here you see the row number.

Status

In this column you see the status of the rows.

Partial invoice type

The partial invoice types available you can select here are Advance, Delivery, and In arrears.

Advance – This invoice is sent before the order is delivered. For each partial invoice number of the advance type, an invoice is created.
Delivery – This invoice is sent when the order is delivered. This invoice is in fact a "regular" invoice basis which is created in connection with the delivery of the order.
In arrears – This invoice is sent separately in arrears, for example when the delivery has been approved by the customer. For each partial invoice number of the in arrears type, an invoice is created.

Part

For the partial invoice types Advance and In arrears, you will see the service registered for this invoicing plan. It is possible to select another service for the row.

Name

Here you see the name of the service for advance invoices and in arrears invoices. For delivery invoices you see the name Delivery invoice.

Invoicing period

Here you see the invoicing period. Today's date is entered by default on the advance invoice. The date of the delivery invoice will be the same as the first delivery date on the rows. The invoice in arrears will get the same suggested invoice period as the delivery invoice, but this can be changed.

Percent (%)

The Percent column indicates how large a portion of the order value that will be invoiced on each occasion.

Amount

Here you see amount in the currency of the order. The amount will be recalculated depending on the percentage.

Invoice number

Here you see the invoice number of this partial invoice.

Invoiced amount

In this column you see the invoiced amount.

Left to invoice

In this column you can see the amount left to invoice.

Account

Here you see the account for the row.

Posting

In this column you see the posting of the row.

Payment terms

The payment terms describe the credit time, that is, within which time frame the payment should be made. It is also possible to enter a payment term that is not previously registered. The field Credit period will then open where you must enter the credit period in days.

VAT code

Here you see/select a default VAT code. VAT codes must first be registered and activated in the VAT settings procedure.

Deleted amount

In this column you see the deleted amount, if any.