Schedule Pre-Invoices

To schedule pre-invoices, you must set up the invoicing plan, and then enact the plan.

Set up the Invoicing Plan

1. Go to Invoicing > Plan.
2. In the Specification, Overview sub-tab, enter a line for the pre-invoice.
3. In the Line Type field, select Pre-Invoice.
4. Enter any further information, such as Date, Description, and Amount, Currency.

Enact the Invoicing Plan

1. Go to Invoicing > Invoice on Account.
2. Click . The Transfer Invoicing Plan dialog displays.
3. In the Cut-off Date field, select the date through which invoice plan lines will be included.
4. Click .
   Note: This action only transfers pre-invoices or invoices on account at one time, depending on which line is first in Invoicing > Plan > Specification, Overview. If pre-invoicing is first, this action transfers all pre-invoicing lines for the given date.
5. If more lines exist for transfer, invoice the lines transferred in Step 3 and repeat the action.