Advance Invoice
In this tab, you can manage advance invoices related to the project, which can be associated with documents in the projects area, such as service requests, planned interventions, and interventions. The association with documents can occur automatically by configuring specific parameters in the projects area, or manually. Indicating this information within individual documents allows for the automatic reversal of advance invoices in the final invoices issued from the intervention valuation.
The rows in this tab contain the Items to be invoiced with their specific characteristics:
Row Type: you can choose between type 1-Coded or 2-Non-coded
Unit of measure: Only "Time" type units of measure are allowed. However, advance invoices can be used to cover services, materials, and accessory expenses that have units of measure other than "Time".
Quantity: quantity of the advance invoice, used as the starting value to calculate and update the remaining quantity.
Unit price: value used as the unit price both in the advance invoice and in the reversal rows of the advance invoice.
Sales Invoices: contains the reference of the advance invoice generated from the project.
Type: you can choose the type of invoicing between On account and Final;
Remaining quantity: Value obtained from the following calculation
Quantity entered in the advance invoice row of the project
minus
the quantities present in the invoicing plan of each intervention, to which the advance invoice is linked through the specific field.
The quantity to be reversed is calculated in proportion to the price of the row in the invoicing plan.
Project, Advance Invoice tab, enter the expected quantity and unit price in the item row. Then generate the advance invoice. For each intervention linked to this project or for each intervention assigned to a customer who has valid advance invoices, in the "Advance Invoice" field of services, materials, expenses, and the invoicing plan, the reference to the advance invoice present in the project will be reported.
During the intervention valuation phase containing references to advance invoices, the reversal row with reference to the advance invoice will be automatically inserted.
The total of the reversal row will correspond to the sum of all the values to which the advance invoice has been associated, whether they are services, materials, or expenses. An advance invoice can be used to cover even only part of an intervention, associating it, for example, only to services and not to materials and expenses. The unit price of the reversal row will be taken from the unit price of the advance invoice present in the project. Consequently, the quantity to be reversed will be calculated in proportion to the total to be reversed / unit price of the advance invoice.
Example of ADVANCE INVOICE:
- quantity: 10
- Unit of measure: days
- unit price: €500
- total: €5000
INTERVENTION
- service 1 day, €500 associated with the advance invoice
from the INTERVENTION VALUATION you will get:
- service 1 day, €500
- reversal row for advance invoice: quantity 1, UM days, unit price 500, row total -500
Through the remaining advance invoice check, you will have a remaining of 9 days
Project, Advance Invoice tab, enter the expected quantity and unit price in the item row. Then generate the advance invoice. For each intervention linked to this project or for each intervention assigned to a customer who has valid advance invoices, in the "Advance Invoice" field of services, materials, expenses, and the invoicing plan, the reference to the advance invoice present in the project will be reported.
During the intervention valuation phase containing references to advance invoices, the reversal row with reference to the advance invoice will be automatically inserted.
The total of the reversal row will correspond to the sum of all the values to which the advance invoice has been associated, whether they are services, materials, or expenses. An advance invoice can be used to cover even only part of an intervention, associating it, for example, only to services and not to materials and expenses. The unit price of the reversal row will be taken from the unit price of the advance invoice present in the project. Consequently, the quantity to be reversed will be calculated in proportion to the total to be reversed / unit price of the advance invoice.
example of ADVANCE INVOICE:
- quantity: 10
- Unit of measure: days
- unit price: €500
- total: €5000
INTERVENTION
- service 1 day, €500 associated with the advance invoice
- material 3 pieces, total €300 associated with the advance invoice
from the INTERVENTION VALUATION you will get:
- service 1 day, €500
- material 3 pieces, total €300
- reversal row for advance invoice: quantity 1.6 UM days, unit price 500, row total -800
- Through the remaining advance invoice check, you will have a remaining of 8.4 days
Each time an intervention's invoicing plan is generated, it will be automatically reversed from the original quantity of the advance invoice. In this way, you will always have an updated remaining. The remaining can still be updated manually using the dedicated Update Advance Invoice button.
Last remaining update date: indicates the date of the remaining quantity update
Active from: date from which the advance invoice is active, used for proposal in documents
Closing date: closing date of the advance invoice, after which it will no longer be possible to associate documents with a later date
For each row, it is possible to issue an invoice directly from this screen using the dedicated Value button. A message will appear allowing you to choose whether or not to open the generated invoice. If the Value button is not active, check whether the Invoice Type has been indicated in the relevant Project Type, which is necessary to generate the invoice.
