Scheduled invoicing – Help Center

Scheduled invoicing (installments) can be used, if the project is invoiced in installments and/or the is sold at a contract price.

You can track the billing estimation for the coming months in the Project overview or in the Profit & Lost section of the BI-reports.

Permissions: Projects, Invoicing

You can create scheduled invoices from a quote or by following these steps:

1. In the example below, the project is set to be invoiced every two months for a

price of 360 €/month.

2. In the example below, the project is being invoiced in two installments. If the

project is worth 1000€ and is invoiced in two installments, 500€ in June, and

500€ in September, two scheduled payment rows have to be created for the

project.

Invoice date: The date when the row will appear on project's invoicing material and can be added to the invoice.
Recurring: Define how often the invoice needs to be sent (calculated with time interval).
For example: you want the invoice to be repeated every three months, add 3 to the Recurrence field. The recurring field default is number 0, which means that invoice line is not recurring invoicing.
Interval: This can be a day, week, month or no-repeat. You can set fs the invoice is recurring or not and time attribute by which the count is calculated.
Until: Until what day the recurring payments are sent.
Product/CPQ: If you are using the Products module, you can add products/CPQ bundle directly to the invoice row
Scheduled invoice description: Here you name what you are invoicing
Invoiced: Whether it has been invoiced or not
Quantity: The quantity of what you are selling. For example 5 licenses
Amount: The value
VAT%: VAT percent of the row. Note! Depending on the used accounting software integration, VAT information may need to be chosen for the invoice row again after the invoice is created.
Sum 0%: Total amount, VAT excluded
Total: Total amount, VAT included

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