Invoicing Plan Lines Sub-Tab

This section includes the fields and descriptions for the Invoicing Plan Lines sub-tab.

Field	Description
Date	In this field you can specify a date. The date in this field determines when the current line is transferred for invoicing. When the action “Transfer Invoicing Plan” in the window Invoice Selection or the action “Transfer Invoicing Plans” in the window Approve Invoice Selection is selected, lines in the invoicing plans with a date on or before the current date are transferred. When the line has been transferred, the date in this field can no longer be changed. If you enter a date in this field and a job phase in the field “Phase,” the current line can be transferred for invoicing on or after the date or when the job phase is completed, whichever comes first.
Description	In this field you can enter text to be displayed on the invoice line when the amount has been transferred for invoicing on account. The description can be edited in the window Invoice Editing.
Amount, Currency	In this field you can enter the amount to be invoiced when the specified date is due or the specified job phase is completed. The amount is entered in the job’s currency. The sum of the amounts entered in this field on the lines in the table part is displayed in the card part of the window in the island Price. The amount is not limited to any quote price. When you have entered the amount, Maconomy shows the amount as a percentage of the quote price in the field “Percent.” Unlike the field “Amount for Invoicing on Account, Currency,” in the window Invoice Selection, the amount in this field does not follow any exchange rate changes. This means that when an invoicing plan line has been transferred, the amount in this field stays the same.
Amount, Invoice Currency	Enter the amount for invoicing on account for the job. The amount is specified in invoice currency. When you change the price, the total amount is updated accordingly. The total sum is displayed in the Price island on the Invoicing Plans tab. The amount is not limited to any quote price. When you enter the amount, Maconomy shows the amount as a percentage of the quote price in the Percent field. if you change the total price, the billing price is updated accordingly. It is not possible to change both billing price and total price at the same time.
Quantity	Use this field to enter a quantity for invoicing. When the quantity is changed, the billing price is updated accordingly, so that Quantity x Billing Price = Amount. The default value is 1.
Billing Price, Invoice Currency	Use this field to enter a Billing Price. When you change this price, the total amount is updated accordingly. It is not possible to update both billing price and total price at the same time.
Invoice Currency	This field shows the currency specified for the invoice.
Percent	In this field you can enter a percentage of the effective quote price to be invoiced when the specified date is due or the specified job phase is completed. The effective quote price is displayed in the island Price in the card part. When you have entered the percentage, Maconomy will show the amount in the field “Amount.” The percentage is not limited to any quote price, and is not limited to 100.
Original Date	This field will be assigned the date first time entered in the Date field. Thus remembering the original chosen date for the invoicing plan line.
Expected Payment Date	This field shows the expected payment date. You can change the value in this field. When you create a line with a date, Maconomy calculates the expected payment date based on the expected days to payment that was set up for the company-specific customer on the job. If you specify a bill-to customer on the line in the plan, then Maconomy looks up the expected days to payment for this company-specific customer. If the expected days to payment is zero, the expected payment date will be the same as the due date, based on the planned date on the line.
Task Name	This field shows the name of the task.
Task Description	This field shows the description of the task specified in the field "Task Name" on the current line.
Employee No.	This field shows the number of the employee.
Employee Name	This field shows the name of the employee.
Bill to Customer No.	In this field you can specify a bill-to customer for the invoicing plan line. Only this bill-to customer will be invoiced. If you do not assign any bill-to customer, the amount will be split among all bill-to customers.
Bill to Customer	This field shows the name of the bill-to customer.
Phase	In this field, you can specify a job phase or a milestone. Job phases and milestones are created and maintained in the window Job Phases. By entering a job phase you indicate that the amount should be transferred for invoicing when the particular job phase is completed and ended in the window Job Phases. If you enter a milestone, the amount can be transferred for posting when the milestone is approved in the window Job Phases. When the line has been transferred, the job phase in this field can no longer be changed. If you enter a job phase in this field and a date in the field “Date,” the current line can be transferred for invoicing on or after the date or when the job phase is completed, whichever comes first.
Line Type	Select the line type to indicate whether the line should give rise to an invoice on account or a pre-invoice. Select one of the following options: On Account — Select this option to create an invoice on account. Pre-Invoice — This option can be selected only if the job is set up for pre-invoicing. If the job is set up for pre-invoicing by default, this option is automatically selected.
Selected Manually	If you mark this field, the line can be transferred for invoicing regardless of date or completion status of a specified job phase.
Transferred	If this field is marked, the line has been transferred for invoicing in the window Invoice Selection or Approve Invoice Selection. The line can no longer be changed in this window.
Approved	If you mark this field, the current invoice line is approved and the name and date of the approver is shown in the fields “Approved” and “Approved By” below. If you choose to unmark this field, these two fields will be cleared. If the attribute “Approval of Invoicing Plan Lines” of the job parameter “Invoice Approval” has been set to “Yes,” this field must be checked before the line can be transferred for invoicing.
Approved by	This field shows the name of the user who approved the invoice line for invoicing. The name of the approver is automatically saved when the invoice line is approved by marking the field “Approved” on the line. The field is cleared if the invoice line is unmarked for approval.
Approval Date	This field shows the date on which the invoice line was approved. The approval date is automatically saved when the invoice line is approved by marking the field “Approved” on the line. The field is cleared if the invoice line is unmarked for approval.
Invoiced, Currency	This field shows the amount that has been invoiced for the line. The amount is shown in the job currency.
Invoiced, Invoice Currency	This field shows the amount that has been invoiced for the line. The amount is shown in the invoicing currency.
Text 1-5	These fields show invoicing plan texts that are transferred to on account invoice selection.