Invoice plans can be connected either to the project header or to a project phase, and they are used to specify when and how much the customer should be invoiced for the project. The invoice plan consists of payment steps of which the total must equal the invoice plan amount. This is defined in the Net sales field on the project header, and it is the sum of the prices for all item lines for which the Time/Mtrl field is set to NO. The calculated invoice amount may also be manually changed.
In the invoice plan you can either specify the payment steps in amounts or in a percentage of the total amount. If an amount is entered the system will automatically calculate the percentage and vice versa. If the sum of the automatically calculated amounts do not equal the invoice plan amount, or if the sum of the percentages is not 100, you will have to manually adjust the values.
The following example illustrates an invoice plan for which the invoice plan amount is 100,000,000:
| Line | Planned invoice date | Amount | Percentage | Text |
|---|---|---|---|---|
| 10 | 120212 | 100,000 | 10% | When signing the agreement |
| 20 | 190212 | 200,000 | 20% | When starting the activities |
| 30 | 260212 | 300,000 | 30% | When installing |
| 40 | 050312 | 400,000 | 40% | At completion |
Note: New lines cannot be added to the invoice plan when all lines are invoiced, since bookkeeping transactions have been created for the final invoicing and the “preliminary” bookkeeping transactions have been adjusted based on the final invoicing.
Project type
The project type defines if an invoice plan can be added to the project and in that case if it should be connected to the project header or phase. An invoice item is also defined in the project type.
Invoicing
In order to invoice an invoice plan you have to create a sales order and then invoice that order. See About project invoicing and delivery for information about how to invoice or credit an invoice plan.
Text
You can add text to the invoice plan lines both on header and phase level. The text will be printed on the invoice for the sales order that is created for the invoice plan. See About working with texts in the Text Editor for information about IBS Enterprise text handling.
Note: Text can only be added to the invoice plan before it has been invoiced. If an invoice has already been created, you will only access a preview of the invoice plan text.
Note: Document text types PRJINVHEA and PRJINVPHA must be set up in the Document text type table.
Enquiries
- Project invoice plan enquiry