Schedule Pre-Invoices
To schedule pre-invoices, you must set up the invoicing plan, and then enact the plan.
Set up the Invoicing Plan
- Go to
- In the Specification, Overview sub-tab, enter a line for the pre-invoice.
- In the Line Type field, select Pre-Invoice.
- Enter any further information, such as Date, Description, and Amount, Currency.
Enact the Invoicing Plan
- Go to
- Click . The Transfer Invoicing Plan dialog displays.
- In the Cut-off Date field, select the date through which invoice plan lines will be included.
- Click
.
Note: This action only transfers pre-invoices or invoices on account at one time, depending on which line is first in If pre-invoicing is first, this action transfers all pre-invoicing lines for the given date.
- If more lines exist for transfer, invoice the lines transferred in Step 3 and repeat the action.
Parent Topic: Pre-Invoicing Steps