Quick Guide

  1. Define the Invoicing Plan parameters as agreed with the customer
  2. Keep track of the project progress invoices
  3. Post the Anticipated Payments Invoices
  4. Create the Closing Invoice when the project is finished

 

Introduction

The Invoicing Plan Eos Solutions app helps the business to create and manage customized payment plans (e.g. 30% in advance, 30% on half delivery, 40% on final delivery). 

It is therefore an alternative to the standard BC invoicing methods, in order to create a dedicated billing plan based on the project contractual agreements. Here are the main features of the IPL app:

  •   Define the parameters of the invoicing plan as agreed with the customer

  •   Track invoices and project progress

  •   Post advance invoices with automatic split for VAT structure

  •   Invoices can be created using percentage or absolute amounts or both

  •   The invoice plan can be rapidly adapted to eventual changes in the sales order amount

  •   Create the closing invoice at Project end with automatic reversal of advance lines previously generated. Recalculate any advances when the quantities and values ​​in the sales order are changed


Subscription

Some features of the Invoicing Plan (IPL) app require a subscription. This subscription can be activated from the SUBSCRIPTION CONTROL PANEL or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

For details, visit the Eos Solutions website

Invoicing Plan - SUMMARY

Press ALT + Q and digitare "IPL" for a list of the features involoved:

There are two different role centers types that will use IPL

Sales Order Processor

  • Creates the most frequent Invoicing Plan templates

  • Defines the Invoice Plans according to the project agreements

  • Creates the Invoice Plan starting from the Sales Order 

Accountant

  • Selects the invoices to be created according to the invoice plan

  • Creates the Sales Invoices

  • Posts the Sales Invoices

  • Creates any Credit Memos

  • Manages the payments

 

 

Task See
Define the invoicing plan and the templates Setup
How the invoicing plans work Features