Define Project Invoice Plan
Explanation
Use this function to define an Invoice Plan for a project.
Invoicing plans are used to schedule fixed amount invoices. If you and the customer agrees
on an amount to pay for certain activity during a period of time, you can define this
price and time period in this window.
If you want to invoice regularly, e.g. monthly, during a
certain time period you can use the Invoicing Plan Wizard.
System Effects
As a result of this entry, you are able to create invoices from the Invoicing plans.
Window
Invoicing Plan
Related Window Descriptions
Invoicing Plan
Procedure
Without the wizard
- Select New.
- Specify Project, Sub Project, Activity and Report Code to which you want to set up an
Invoicing Plan.
- Enter the Sales Amount that you have agreed on.
- Choose a Currency Code.
- Select Save.
With the wizard
- Select the RMB choice 'Create Invoicing Plan...'
- Select a Project, Subproject and Activity.
- Click Next.
- Select a Report Code.
- Enter a Total Sales Amount that will be split up into the number of times
that you select later.
- Select the interval between the invoicing occurrencies.
- Select the number of times that