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Sales Invoice Contract Schedules

If a Contract is to be invoiced a Contract Invoice Schedule will need to be set up. This defines when and how much to invoice the Contract for. This can be done by either creating one off instances or by creating a regular schedule.

Facilities > Contracts - Contract Invoices

The link will open the Contracts Invoice grid. It is a grid view which can be searched, sorted and customised as normal.

To create a Contract Invoice Schedule select sub navigation Contract Invoices.

To add a new Contract Invoice click New , to edit an existing Contract click Edit . A pop up window will appear which will allow the creation or amendment of a Contract Invoice.

Click to view - Contract Invoice Fields and Descriptions

Field Name	Description
Ref	The manual reference for the Invoice.
Due Issue Date	The date the Invoice is due.
Description	The description of the Contract Invoice.
Amount	The amount of the Contract Invoice.
Schedule Ref	Auto populated with the schedule reference once an Invoice has been generated.
Schedule Desc	Auto populated with the schedule description once an Invoice has been generated.
Date invoiced	Auto populated with the date the Contract Schedule was invoiced.
Invoice Req No	Auto populated with the Invoice request number.

Complete the fields and click Save and Close .

Contract Invoice Schedule

Click to view more detail

Contract invoices can be created on mass. This enables a User to create regular contract schedules for invoicing.

Facilities > Contracts - Contract Invoices

The link will open the Contract Invoice grid. It is a grid view that can be customised and sorted as normal.

To create a Contract invoice schedule click Open Contract Invoice Schedule . A pop up window will appear which will allow the creation or amendment of a Contract Invoice Schedule.

Click to view Contract Invoice Schedule Fields and Descriptions

Fields	Description
Contract Title	Auto populated with the title of the Contract.
Contract Start Date	Auto populated with the start date of the Contract.
Contract End Date	Auto populated with the end date of the Contract.
Contract Status	Auto populated with the status of the Contract - Live or Expired
Contract Sum	Auto populated with the sum rate of the Contract.
Schedule Ref	Enter a schedule reference for the Contract Invoice Schedule.
Description	Enter a longer description for the Contract Invoice Schedule.
Invoice Every	Enter the period of times the Contract is to be invoiced - this is used in conjunction with frequency to set the invoice schedule.
Frequency	Enter how often the Contract is be invoiced - choose from days. weeks. months or times. This is used in conjunction with Invoice Every to set the invoice schedule e.g. setting Invoice Every to 1 and frequency to months will generate an invoice schedule every one month.
Start Date	Enter the date the invoice schedule is to start from.
End Date	Enter the date the invoice schedule is to end on.
Value	This will auto populate with the value of the Contract but can be manually changed to reflect the total amount required over the whole Contract Invoice Schedule period.
Offset due issue date by	If the Contract Invoice Schedule is required to be offset (invoiced earlier or later that the scheduled date), enter the number of days to be offset by - Set the adjacent drop down box to either Days in advance or Days in arrears to set the schedule dates.

Once the Header has been created the schedule can be checked before it is generated. Click Generate Schedule .

Concept Evolution will then generate the Contract schedule, the invoice amounts are calculated by the value of the contract (from the schedule) spilt equally over the period of time according to the frequency’s.

Ref's, Due Issue Dates, Descriptions and Amounts can be manually altered if required.

Once amendments have been made the Contract invoice schedule can be generated, click Confirm schedule and close page.

The Contract invoice schedule is auto created. Invoices can now be generated using a Contract based Sales Invoicing Rule Group