This menu item is used for a kind of installment invoicing (invoicing on account) on the project.
However, it is recommended to use the Create on account proposal menu item instead, as the installment invoicing function is not updated to the latest features in the project module.
The menu item can be hidden by unchecking the box Use 'Installment invoice' under Company/Maintenance/Preferences. Read more here.
NOTE: Do not use with the Sales order or Invoice proposal module. I.e. the functions in the Project overview. Sales order, Create invoice proposal and Create zero invoice as well as in the Work in Progress overview functions: Create Invoice Proposal, Create Invoice Proposal and Create Zero Invoice.
On this project, an Aconto invoice has already been created for 30% of the agreed amount. In the same line, enter the amount to be invoiced. This is done by adding the amount to be invoiced to the amount already invoiced. In other words, if 20% is to be invoiced, 20% must be added to the 30% already invoiced. In other words, it should say 50% in Completed.
A special type must be created for Aconto invoicing otherwise IGA will not be handled correctly.
Read more about setting up Aconto type here.
When creating the invoice, select type
The invoice example below shows the result of an additional 50% invoiced.
In the project postings, you can see the result of the invoicing on account. It can be seen that Aconto is invoiceable as it must be offset on the final invoice.
Read more about postings here.
If you get the error description "Error: Item does not exist" and "The field must not be empty (PrCategory)" it is because you have not selected the category on the "Create invoice" screen.
When creating the invoice, select type
The invoice example below shows the result of an additional 50% invoiced.
In the project postings, you can see the result of the invoicing on account. It can be seen that Aconto is invoiceable as it must be offset on the final invoice.
Read more about postings here.
Error messages regarding installment billing
Error message during installment billing from project "Item does not exist"
If you get the error description "Error: Item does not exist" and "The field must not be empty (PrCategory)" it is because you have not selected the category on the "Create invoice" screen.