The Invoicing Plan Table

In the table under the Invoicing plans tab you can create invoicing plan templates that can then be used in invoicing plans for quotes and customer order. Each row represents a partial invoice.

Partial Invoice Type

In the partial invoice type column you will see the invoice type:

• Advance - the invoice will be sent before the order is delivered. Advance invoices including VAT will be managed in a special way regarding the VAT recording. The VAT will be recorded when the invoice is paid instead of during the invoice registration. For each partial invoice number of the Advance type, an invoice is created.
• Delivery - the invoice will be sent when the order is delivered. This invoice will actually be a "regular" invoice basis which is created during the delivery reporting. Partial invoices of type "Advance" and "Subsequent" will automatically be deducted from this invoice (depending on deduction). This partial invoice type may generate several invoices for the same partial invoice number. This can occur when several partial deliveries are made for a customer order and you have selected that an invoice shall be sent for each partial delivery.
• Subsequent - the invoice will be sent separately in arrears, for example when a delivery has been approved by the customer. For each partial invoice number of the "Subsequent" type, an invoice is created.

You can enter an optional number of partial invoices. However, there is a limitation; you can only have one partial invoice of the Delivery type. Such a partial invoice must also exist. Orders without a partial invoice of the Delivery type can not be saved.

Service Code

A service code is used and linked to each respective partial invoice. The service code will be regarded as an invoice row when the invoice basis is created (not on the delivery invoice).

Percent

The Percent column indicates how large a portion of the order value that will be invoiced at each occasion. You can leave the % column empty, but then you will not have the same automation during order registration.

Payment Terms

The payment terms stipulate the terms of payment that the respective partial invoice will have. For invoices that concern delivery, the payment terms' column is blocked. Instead the payment term from the order header will apply. This column is not present in the Payment plans tab that is used for purchase orders.