The Payment Plans Table
In the table in the Payment plans tab you create payment plan templates that can then be used in payment plans for purchase orders. Each row represents a partial invoice.
Partial invoice type
In the partial invoice type column you will see the invoice type:
- In 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 during the payment 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 refers to a "regular" invoice basis which is created in connection with the arrival 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 "in arrears" 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.