Coworking:Screenshot:Contract Invoice Schedule

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Contract Invoice Schedule

Contract Invoice Schedule

• Organization : Organizational entity within client
• Name : A non-unique identifier for a record/document often used as a search tool.
• Description : A space to write additional related information.
• Active : A flag indicating whether this record is available for use or de-activated.

Regular Services

• Invoice Frequency : How often invoices will be generated
• Invoicing date - Use Contract Date
• Invoicing date - Day of the month
• Invoice Services - Use Contract Date
• Invoice Services - Day of the Month
• Invoice Services - Period
• Invoice Date - Use Contract Date
• Invoice Date - Day of the Month
• Invoice Date - Period

Example Period

• First day of period : This date is used as the Starting Date of a period, based on the periodicity and the contracts duration all the starting and ending dates are calculated.
• Last day of period : Last day of the period
• Invoicing Date : Defines the Date within the period defined by the First Day of Period from which it is possible to generate the invoice related to the period.
• Invoice Date : Defines the Date of the Invoice when the period defined by the First Day of Period is invoiced.

Monthly Merging Options

• Merge 2nd Invoice Into First One : If checked, the invoice plan that belongs to the second month will be merge into the first month. Thus the first invoice will contain two lines that correspond to the services of the first and second months.
• Starting Day From (inclusive) : If the contract's starting day is equal or greater than this one, the system will merge the invoices of the first two months into the first invoice. Example: Starting date of the contract is January the 10th and the Starting Day From field contains 6, in this case the first invoice for January will include two lines, one for January (from 10th to 31st) and another one for February
• Merge Last Invoice Into Previous One : If checked, the invoice plan that belongs to the last month will be merge into the previous month. Thus the last invoice will contain two lines that correspond to the services of the penultimate and last months.
• Ending Day Until (inclusive) : If the contract's ending day is equal or less than this one, the system will merge the invoices of the last two months into the penultimate invoice. Example: Ending date of the contract is January the 3rd and the Ending Day Until field contains 5, in this case the last invoice generated will include two lines, one for December and another one for January (from the 1st to the 3rd)

Discretionary Services

• Same as Regular Services: Applies the same configuration to sales orders than the one defined in Regular Services fieldgroup.
• Cut-Off Days: The nº of cut-off days. The documents within this period will not be taken into account when launching the invoicing.
• Invoice Frequency : How often invoices will be generated
• Invoicing date - Use Contract Date
• Invoicing date - Day of the month
• Invoice Date - Use Contract Date
• Invoice Date - Day of the Month
• Invoice Date - Period
• Contract Invoice Schedule
• Client : Client for this installation.

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