Viewing Invoice Schedules

The schedule page displays a list of scheduled billings for a sales transaction. This includes cash sales and invoices created from the sale. To view an invoice schedule, click the Billing subtab on the estimate or sales order, and then click the Schedule subtab.

If no billing schedule is associated with the sale, the schedule shows only one billing instance for the transaction.

If one or more billing schedules are associated with the sale, the schedule lists each upcoming invoice based on the associated schedules.

For instance, suppose a sales order has the following details:

• Transaction Date =11/1/05

• Start Date =11/15/05

• Billing instance rate =monthly billing of $100

• Billing instance quantity =total of 4

The Invoice Schedule page for this sale shows four lines, one for each billing instance:

• $100 to be invoiced on 11/15/05

• $100 to be invoiced on 12/15/05

• $100 to be invoiced on 1/15/06

• $100 to be invoiced on 2/15/06

If a sales transaction contains some lines associated with a billing schedule and also some lines that are not, then the schedule page shows the following:

• one billing instance that combines all lines not associated with a billing schedule

• one billing instance for each invoice to be generated according to the associated schedules

For example, a sales order shows the following information:

• Transaction Date =11/1/05

• Start Date =11/15/05

• A line item sold for $200 with NO associated billing schedule

• A line item associated with a billing schedule:

  • Billing instance rate =monthly billing of $100

  • Billing instance quantity =total of 4

Then, the invoice schedule for this sale shows five lines, one for each billing instance:

• $200 to be invoiced on 11/1/05

• $100 to be invoiced on 11/15/05

• $100 to be invoiced on 12/15/05

• $100 to be invoiced on 1/15/06

• $100 to be invoiced on 2/15/06

General Notices