The Invoicing plan tab

Under the Invoicing plan tab you handle invoicing plans on quotes. This tab is shown in the procedure if the system setting Handle invoicing plans on quotes/customer orders is activated. This tab is gray (not available) if no invoicing plan has been selected under the Header tab. Here you can get an overview of the total order value, what has been invoiced, and what is left to invoice. If a certain partial invoice has been released/delivered, partially delivered, partially invoices, or final invoiced, then it is not possible to change anything on the row. The amount is saved both in the currency of the order currency and in the company currency.

It is possible to change invoicing period and payment terms on the delivery row as long as the row's status is "Registered" or "Partial delivery made". On advance rows and in arrears rows, it is possible to change name, invoicing period, and payment terms, up to when the row is released.

You can also read about how to apply invoicing plans.

At the bottom you see different totals regarding the invoicing plan. On the invoicing plan you can select how the Check for unpaid advance invoices at delivery should take place. The following alternatives are available: No check, Warn, or Block delivery.

When delivery reporting order rows included in an invoicing plan, deduction rows are automatically created for advance/in arrears payments. Please note! Rows added at the time of the delivery reporting, will never affect the invoicing plan.